Bessemer Group
RMT

Bessemer Group’s Royce Micro-Cap Trust RMT Stock Holding History

Bessemer Group’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
Q1 		– Sell
-995
Closed -$10K – 2690
2024
Q4 		$10K Buy
+995
New +$9.78K ﹤0.01% 1775
2022
Q1 		– Sell
-39
Closed – – 1941
2021
Q4 		$0 Buy
+39
New +$454 ﹤0.01% 1957

Other funds holding RMT

Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ARA
Alexander Randolph Advisory Mclean, Virginia $116M AUM 15.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Bessemer Group's RMT Position: Q1 2025 in Review

Bessemer Group sold out of Royce Micro-Cap Trust (RMT) in Q1 2025, closing a stake of 995 shares — an estimated $10K sold.

Bessemer Group first reported a position in RMT in Q4 2021 and held it in 2 quarters. The position peaked at $10K in Q4 2024. 94 funds tracked by Wall St. Rank hold RMT as of Q1 2025.

  • Bessemer Group reported no remaining Royce Micro-Cap Trust position as of Q1 2025 after selling out during the quarter.
  • Bessemer Group sold 995 Royce Micro-Cap Trust shares in Q1 2025, an estimated $10K.
  • Bessemer Group first reported a position in Royce Micro-Cap Trust in Q4 2021 and held it in 2 quarters.
  • Bessemer Group's Royce Micro-Cap Trust position peaked at $10K in Q4 2024.
  • 94 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q1 2025.

Based on Bessemer Group's 13F filing for Q1 2025, filed 23 Apr 2025.