BPA
RMT

Beacon Pointe Advisors’s Royce Micro-Cap Trust RMT Stock Holding History

Beacon Pointe Advisors’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 		$1.45M Sell
98,721
-25,999
-21% -$349K 0.01% 887
2026
Q1 		$1.41M Sell
124,720
-70,458
-36% -$819K 0.01% 864
2025
Q4 		$2.04M Buy
+195,178
New +$2.03M 0.01% 603

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

Beacon Pointe Advisors's RMT Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Royce Micro-Cap Trust (RMT) stake by 21% in Q2 2026, selling an estimated $349K and leaving 98,721 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #887.

Beacon Pointe Advisors first reported a position in RMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.04M in Q4 2025. 108 funds tracked by Wall St. Rank hold RMT as of Q2 2026.

  • Beacon Pointe Advisors held 98,721 shares of Royce Micro-Cap Trust worth $1.45M as of Q2 2026.
  • Beacon Pointe Advisors sold 25,999 Royce Micro-Cap Trust shares in Q2 2026, an estimated $349K.
  • Royce Micro-Cap Trust made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #887 holding.
  • Beacon Pointe Advisors first reported a position in Royce Micro-Cap Trust in Q4 2025 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's Royce Micro-Cap Trust position peaked at $2.04M in Q4 2025.
  • 108 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.