Anfield Capital Management’s Royce Value Trust RVT Stock Holding History

Anfield Capital Management’s Portfolio RVT Stock Details RVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.9K	Buy	+779	New	+$13.5K	﹤0.01%	400

Other funds holding RVT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Anfield Capital Management's RVT Position: Q1 2026 in Review

Anfield Capital Management opened a new position in Royce Value Trust (RVT) in Q1 2026: 779 shares worth $12.9K. The stake represents ﹤0.01% of the portfolio and ranks #400 among its holdings.

200 funds tracked by Wall St. Rank hold RVT as of Q1 2026.

Anfield Capital Management held 779 shares of Royce Value Trust worth $12.9K as of Q1 2026.
Royce Value Trust was a new Anfield Capital Management position in Q1 2026.
Royce Value Trust made up ﹤0.01% of Anfield Capital Management's portfolio in Q1 2026, its #400 holding.
200 funds tracked by Wall St. Rank held Royce Value Trust as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.