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

Atria Wealth Solutions’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	-16,300	Closed	-$137K	–	1828
2025 Q1	$137K	Buy	16,300 +164	+1%	+$1.55K	﹤0.01%	1773
2024 Q4	$157K	Buy	16,136 +160	+1%	+$1.57K	﹤0.01%	1867
2024 Q3	$154K	Sell	15,976 -8,495	-35%	-$80.9K	﹤0.01%	1824
2024 Q2	$225K	Buy	24,471 +825	+3%	+$7.64K	﹤0.01%	1686
2024 Q1	$223K	Buy	+23,646	New	+$216K	﹤0.01%	1752

Other funds holding RMT

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 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 Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atria Wealth Solutions's RMT Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Royce Micro-Cap Trust (RMT) in Q2 2025, closing a stake of 16,300 shares — an estimated $137K sold.

Atria Wealth Solutions first reported a position in RMT in Q1 2024 and held it in 5 quarters. The position peaked at $225K in Q2 2024. 98 funds tracked by Wall St. Rank hold RMT as of Q2 2025.

Atria Wealth Solutions reported no remaining Royce Micro-Cap Trust position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 16,300 Royce Micro-Cap Trust shares in Q2 2025, an estimated $137K.
Atria Wealth Solutions first reported a position in Royce Micro-Cap Trust in Q1 2024 and held it in 5 quarters.
Atria Wealth Solutions's Royce Micro-Cap Trust position peaked at $225K in Q2 2024.
98 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.