ARC
RMT

Advisor Resource Council’s Royce Micro-Cap Trust RMT Stock Holding History

Advisor Resource Council’s Portfolio RMT Stock Details RMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-35,688
Closed -$301K – 494
2025
Q1 		$301K Buy
+35,688
New +$337K 0.02% 463
2024
Q1 		– Sell
-28,215
Closed -$261K – 457
2023
Q4 		$261K Buy
+28,215
New +$236K 0.03% 376
2022
Q3 		– Sell
-25,810
Closed -$216K – 419
2022
Q2 		$216K Buy
+25,810
New +$241K 0.02% 455

Other funds holding RMT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
ARA
Alexander Randolph Advisory Mclean, Virginia $116M AUM 15.12% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisor Resource Council's RMT Position: Q2 2025 in Review

Advisor Resource Council sold out of Royce Micro-Cap Trust (RMT) in Q2 2025, closing a stake of 35,688 shares — an estimated $301K sold.

Advisor Resource Council first reported a position in RMT in Q2 2022 and held it in 3 quarters. The position peaked at $301K in Q1 2025. 98 funds tracked by Wall St. Rank hold RMT as of Q2 2025.

  • Advisor Resource Council reported no remaining Royce Micro-Cap Trust position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 35,688 Royce Micro-Cap Trust shares in Q2 2025, an estimated $301K.
  • Advisor Resource Council first reported a position in Royce Micro-Cap Trust in Q2 2022 and held it in 3 quarters.
  • Advisor Resource Council's Royce Micro-Cap Trust position peaked at $301K in Q1 2025.
  • 98 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.