Mercer Global Advisors
RGT

Mercer Global Advisors’s Royce Global Value Trust RGT Stock Holding History

Mercer Global Advisors’s Portfolio RGT Stock Details RGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.33K Buy
+234
New +$3.34K ﹤0.01% 5471

Other funds holding RGT

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
BI
Beckerman Institutional Ocean Grove, New Jersey $210M AUM 18.74% 1-Year Est. Return

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

Mercer Global Advisors opened a new position in Royce Global Value Trust (RGT) in Q2 2026: 234 shares worth $3.33K. The stake represents ﹤0.01% of the portfolio and ranks #5471 among its holdings.

31 funds tracked by Wall St. Rank hold RGT as of Q2 2026.

  • Mercer Global Advisors held 234 shares of Royce Global Value Trust worth $3.33K as of Q2 2026.
  • Royce Global Value Trust was a new Mercer Global Advisors position in Q2 2026.
  • Royce Global Value Trust made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #5471 holding.
  • 31 funds tracked by Wall St. Rank held Royce Global Value Trust as of Q2 2026.

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