Arax Advisory Partners’s Royce Global Value Trust RGT Stock Holding History

Arax Advisory Partners’s Portfolio RGT Stock Details RGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.99K	Buy	+210	New	+$3K	﹤0.01%	4717

Other funds holding RGT

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

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

Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

BBPWM

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Arax Advisory Partners's RGT Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Royce Global Value Trust (RGT) in Q2 2026: 210 shares worth $2.99K. The stake represents ﹤0.01% of the portfolio and ranks #4717 among its holdings.

36 funds tracked by Wall St. Rank hold RGT as of Q2 2026.

Arax Advisory Partners held 210 shares of Royce Global Value Trust worth $2.99K as of Q2 2026.
Royce Global Value Trust was a new Arax Advisory Partners position in Q2 2026.
Royce Global Value Trust made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4717 holding.
36 funds tracked by Wall St. Rank held Royce Global Value Trust as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.