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Sound Income Strategies’s Mercury Insurance MCY Stock Holding History

Sound Income Strategies’s Portfolio MCY Stock Details MCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-54
Closed -$4.72K – 1606
2026
Q1 		$4.72K Hold
54
– – ﹤0.01% 1850
2025
Q4 		$4.93K Buy
+54
New +$4.68K ﹤0.01% 1810

Other funds holding MCY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
DCM
DG Capital Management New York $475M AUM 36.12% 1-Year Est. Return

Sound Income Strategies's MCY Position: Q2 2026 in Review

Sound Income Strategies sold out of Mercury Insurance (MCY) in Q2 2026, closing a stake of 54 shares — an estimated $4.72K sold.

Sound Income Strategies first reported a position in MCY in Q4 2025 and held it in 2 quarters. The position peaked at $4.93K in Q4 2025. 266 funds tracked by Wall St. Rank hold MCY as of Q2 2026.

  • Sound Income Strategies reported no remaining Mercury Insurance position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 54 Mercury Insurance shares in Q2 2026, an estimated $4.72K.
  • Sound Income Strategies first reported a position in Mercury Insurance in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Mercury Insurance position peaked at $4.93K in Q4 2025.
  • 266 funds tracked by Wall St. Rank held Mercury Insurance as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.