Boaz Weinstein’s Royce Micro-Cap Trust RMT Stock Holding History

Boaz Weinstein’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	$49M	Buy	3,346,703 +381,303	+13%	+$5.12M	1.26%	19
2026 Q1	$33.5M	Buy	2,965,400 +350,491	+13%	+$4.07M	0.93%	19
2025 Q4	$27.3M	Buy	2,614,909 +1,206,828	+86%	+$12.5M	0.81%	27
2025 Q3	$14.6M	Buy	1,408,081 +1,136,467	+418%	+$11.2M	0.4%	54
2025 Q2	$2.51M	Buy	271,614 +224,373	+475%	+$1.91M	0.06%	142
2025 Q1	$398K	Hold	47,241	–	–	0.01%	142
2024 Q4	$461K	Hold	47,241	–	–	0.01%	144
2024 Q3	$454K	Buy	47,241 +492	+1%	+$4.68K	0.01%	167
2024 Q2	$430K	Buy	+46,749	New	+$433K	0.01%	177
2018 Q2	–	Sell	-32,200	Closed	-$301K	–	122
2018 Q1	$301K	Sell	32,200 -25,652	-44%	-$244K	0.02%	119
2017 Q4	$546K	Buy	57,852 +22,270	+63%	+$208K	0.04%	110
2017 Q3	$334K	Buy	+35,582	New	+$308K	0.03%	90

Other funds holding RMT

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Boaz Weinstein's RMT Position: Q2 2026 in Review

Boaz Weinstein increased its Royce Micro-Cap Trust (RMT) stake by 13% in Q2 2026, buying an estimated $5.12M and bringing the position to 3,346,703 shares worth $49M. The position accounts for 1.26% of the portfolio, ranked #19.

Boaz Weinstein first reported a position in RMT in Q3 2017 and has held it in 12 quarters since. 108 funds tracked by Wall St. Rank hold RMT as of Q2 2026.

Boaz Weinstein held 3,346,703 shares of Royce Micro-Cap Trust worth $49M as of Q2 2026.
Boaz Weinstein bought 381,303 Royce Micro-Cap Trust shares in Q2 2026, an estimated $5.12M.
Royce Micro-Cap Trust made up 1.26% of Boaz Weinstein's portfolio in Q2 2026, its #19 holding.
Boaz Weinstein first reported a position in Royce Micro-Cap Trust in Q3 2017 and has held it in 12 quarters since.
108 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q2 2026.

Based on Saba Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.