Mercer Global Advisors
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Mercer Global Advisors’s Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund PTA Stock Holding History

Mercer Global Advisors’s Portfolio PTA Stock Details PTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.91K Buy
+204
New +$3.95K ﹤0.01% 5422

Other funds holding PTA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors's PTA Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA) in Q2 2026: 204 shares worth $3.91K. The stake represents ﹤0.01% of the portfolio and ranks #5422 among its holdings.

49 funds tracked by Wall St. Rank hold PTA as of Q2 2026.

  • Mercer Global Advisors held 204 shares of Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund worth $3.91K as of Q2 2026.
  • Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund was a new Mercer Global Advisors position in Q2 2026.
  • Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #5422 holding.
  • 49 funds tracked by Wall St. Rank held Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.