BI
RGT

Beckerman Institutional’s Royce Global Value Trust RGT Stock Holding History

Beckerman Institutional’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 		$612K Buy
43,001
+20,148
+88% +$288K 0.29% 76
2026
Q1 		$305K Buy
22,853
+9,962
+77% +$139K 0.16% 105
2025
Q4 		$169K Hold
12,891
– – 0.09% 113
2025
Q3 		$167K Hold
12,891
– – 0.1% 113
2025
Q2 		$155K Hold
12,891
– – 0.1% 106
2025
Q1 		$135K Hold
12,891
– – 0.1% 101
2024
Q4 		$138K Hold
12,891
– – 0.11% 97
2024
Q3 		$150K Buy
+12,891
New +$148K 0.13% 93

Other funds holding RGT

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
Osaic Holdings
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
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

Beckerman Institutional's RGT Position: Q2 2026 in Review

Beckerman Institutional increased its Royce Global Value Trust (RGT) stake by 88% in Q2 2026, buying an estimated $288K and bringing the position to 43,001 shares worth $612K. The position accounts for 0.29% of the portfolio, ranked #76.

Beckerman Institutional first reported a position in RGT in Q3 2024 and has held it in 8 quarters since. 36 funds tracked by Wall St. Rank hold RGT as of Q2 2026.

  • Beckerman Institutional held 43,001 shares of Royce Global Value Trust worth $612K as of Q2 2026.
  • Beckerman Institutional bought 20,148 Royce Global Value Trust shares in Q2 2026, an estimated $288K.
  • Royce Global Value Trust made up 0.29% of Beckerman Institutional's portfolio in Q2 2026, its #76 holding.
  • Beckerman Institutional first reported a position in Royce Global Value Trust in Q3 2024 and has held it in 8 quarters since.
  • 36 funds tracked by Wall St. Rank held Royce Global Value Trust as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.