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Allworth Financial’s Royce Micro-Cap Trust RMT Stock Holding History

Allworth Financial’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
2026
Q2 		$9.91K Buy
677
+577
+577% +$7.74K ﹤0.01% 3719
2026
Q1 		$1.13K Hold
100
– – ﹤0.01% 4532
2025
Q4 		$1.04K Hold
100
– – ﹤0.01% 4342
2025
Q3 		$1.04K Hold
100
– – ﹤0.01% 4240
2025
Q2 		$925 Buy
+100
New +$850 ﹤0.01% 3980

Other funds holding RMT

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ARA
Alexander Randolph Advisory Mclean, Virginia $121M AUM 27.14% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allworth Financial's RMT Position: Q2 2026 in Review

Allworth Financial increased its Royce Micro-Cap Trust (RMT) stake by 577% in Q2 2026, buying an estimated $7.74K and bringing the position to 677 shares worth $9.91K. The position accounts for ﹤0.01% of the portfolio, ranked #3719.

Allworth Financial first reported a position in RMT in Q2 2025 and has held it in 5 quarters since. 109 funds tracked by Wall St. Rank hold RMT as of Q2 2026.

  • Allworth Financial held 677 shares of Royce Micro-Cap Trust worth $9.91K as of Q2 2026.
  • Allworth Financial bought 577 Royce Micro-Cap Trust shares in Q2 2026, an estimated $7.74K.
  • Royce Micro-Cap Trust made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3719 holding.
  • Allworth Financial first reported a position in Royce Micro-Cap Trust in Q2 2025 and has held it in 5 quarters since.
  • 109 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.