Atlas Wealth’s Royce Micro-Cap Trust RMT Stock Holding History

Atlas Wealth’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	$1.8M	Buy	+122,864	New	+$1.65M	0.26%	79
2024 Q3	–	Sell	-138,590	Closed	-$1.28M	–	141
2024 Q2	$1.28M	Buy	+138,590	New	+$1.28M	0.15%	95
2023 Q4	–	Sell	-156,587	Closed	-$1.3M	–	127
2023 Q3	$1.3M	Sell	156,587 -17,901	-10%	-$158K	0.24%	63
2023 Q2	$1.59M	Sell	174,488 -3,558	-2%	-$29.9K	0.29%	57
2023 Q1	$1.56M	Sell	178,046 -25,402	-12%	-$232K	0.31%	62
2022 Q4	$1.77M	Buy	+203,448	New	+$1.79M	0.48%	43

Other funds holding RMT

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Atlas Wealth's RMT Position: Q2 2026 in Review

Atlas Wealth opened a new position in Royce Micro-Cap Trust (RMT) in Q2 2026: 122,864 shares worth $1.8M. The stake represents 0.26% of the portfolio and ranks #79 among its holdings. This is a return to the name: Atlas Wealth previously reported a position in RMT as recently as Q2 2024.

Atlas Wealth first reported a position in RMT in Q4 2022 and has held it in 6 quarters since. 108 funds tracked by Wall St. Rank hold RMT as of Q2 2026.

Atlas Wealth held 122,864 shares of Royce Micro-Cap Trust worth $1.8M as of Q2 2026.
Royce Micro-Cap Trust was a new Atlas Wealth position in Q2 2026.
Royce Micro-Cap Trust made up 0.26% of Atlas Wealth's portfolio in Q2 2026, its #79 holding.
Atlas Wealth first reported a position in Royce Micro-Cap Trust in Q4 2022 and has held it in 6 quarters since.
108 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q2 2026.

Based on Atlas Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.