Mercer Global Advisors
SPE

Mercer Global Advisors’s Special Opportunities Fund SPE Stock Holding History

Mercer Global Advisors’s Portfolio SPE Stock Details SPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16K Buy
+1,185
New +$16.6K ﹤0.01% 4935

Other funds holding SPE

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
PCM
Permanent Capital Management Chicago, Illinois $747M AUM 17.94% 1-Year Est. Return

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

Mercer Global Advisors opened a new position in Special Opportunities Fund (SPE) in Q2 2026: 1,185 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #4935 among its holdings.

36 funds tracked by Wall St. Rank hold SPE as of Q2 2026.

  • Mercer Global Advisors held 1,185 shares of Special Opportunities Fund worth $16K as of Q2 2026.
  • Special Opportunities Fund was a new Mercer Global Advisors position in Q2 2026.
  • Special Opportunities Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #4935 holding.
  • 36 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q2 2026.

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