Mercer Global Advisors
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Mercer Global Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

Mercer Global Advisors’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$200K Sell
34,409
-25,334
-42% -$146K ﹤0.01% 3245
2026
Q1 		$332K Buy
59,743
+31,893
+115% +$191K ﹤0.01% 2333
2025
Q4 		$175K Sell
27,850
-158
-0.6% -$984 ﹤0.01% 2604
2025
Q3 		$178K Buy
28,008
+9,932
+55% +$65.6K ﹤0.01% 2417
2025
Q2 		$123K Sell
18,076
-3,685
-17% -$24K ﹤0.01% 2135
2025
Q1 		$143K Buy
+21,761
New +$150K ﹤0.01% 2018
2024
Q4 		– Sell
-61,934
Closed -$440K – 2285
2024
Q3 		$440K Sell
61,934
-12,922
-17% -$88.6K ﹤0.01% 1399
2024
Q2 		$509K Buy
74,856
+42,866
+134% +$292K ﹤0.01% 1296
2024
Q1 		$229K Buy
31,990
+21,633
+209% +$145K ﹤0.01% 1710
2023
Q4 		$66K Sell
10,357
-24,906
-71% -$151K ﹤0.01% 1939
2023
Q3 		$209K Buy
35,263
+11,668
+49% +$74.1K ﹤0.01% 1743
2023
Q2 		$153K Buy
23,595
+158
+0.7% +$965 ﹤0.01% 1776
2023
Q1 		$145K Buy
23,437
+3,223
+16% +$19.8K ﹤0.01% 1784
2022
Q4 		$115K Sell
20,214
-1,000
-5% -$5.98K ﹤0.01% 1799
2022
Q3 		$117K Sell
21,214
-210
-1% -$1.36K ﹤0.01% 1705
2022
Q2 		$135K Buy
21,424
+3,385
+19% +$23.5K ﹤0.01% 1698
2022
Q1 		$146K Buy
18,039
+2,796
+18% +$21.5K ﹤0.01% 1764
2021
Q4 		$128K Buy
15,243
+1,426
+10% +$12K ﹤0.01% 1707
2021
Q3 		$119K Buy
13,817
+2,100
+18% +$18.3K ﹤0.01% 1674
2021
Q2 		$106K Sell
11,717
-8,600
-42% -$72.2K ﹤0.01% 1618
2021
Q1 		$155K Buy
20,317
+9,600
+90% +$70.1K ﹤0.01% 1522
2020
Q4 		$74K Hold
10,717
– – ﹤0.01% 1308
2020
Q3 		$64K Buy
+10,717
New +$64K ﹤0.01% 1195
2020
Q1 		– Sell
-30,107
Closed -$204K – 1250
2019
Q4 		$204K Buy
30,107
+11
+0% +$72 ﹤0.01% 1076
2019
Q3 		$192K Buy
+30,096
New +$190K ﹤0.01% 1039

Other funds holding USA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Mercer Global Advisors reduced its Liberty All-Star Equity Fund (USA) stake by 42% in Q2 2026, selling an estimated $146K and leaving 34,409 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #3245.

Mercer Global Advisors first reported a position in USA in Q3 2019 and has held it in 25 quarters since. The position peaked at $509K in Q2 2024. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

  • Mercer Global Advisors held 34,409 shares of Liberty All-Star Equity Fund worth $200K as of Q2 2026.
  • Mercer Global Advisors sold 25,334 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $146K.
  • Liberty All-Star Equity Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #3245 holding.
  • Mercer Global Advisors first reported a position in Liberty All-Star Equity Fund in Q3 2019 and has held it in 25 quarters since.
  • Mercer Global Advisors's Liberty All-Star Equity Fund position peaked at $509K in Q2 2024.
  • 228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

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