Cambridge Investment Research Advisors
RMT

Cambridge Investment Research Advisors’s Royce Micro-Cap Trust RMT Stock Holding History

Cambridge Investment Research 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 		– Sell
-39,192
Closed -$443K – 4045
2026
Q1 		$443K Sell
39,192
-450
-1% -$5.23K ﹤0.01% 2913
2025
Q4 		$413K Buy
39,642
+718
+2% +$7.46K ﹤0.01% 2908
2025
Q3 		$404K Buy
38,924
+513
+1% +$5.06K ﹤0.01% 2858
2025
Q2 		$355K Sell
38,411
-11,808
-24% -$100K ﹤0.01% 2845
2025
Q1 		$423K Sell
50,219
-283
-0.6% -$2.67K ﹤0.01% 2594
2024
Q4 		$492K Sell
50,502
-4,005
-7% -$39.4K ﹤0.01% 2446
2024
Q3 		$524K Sell
54,507
-145
-0.3% -$1.38K ﹤0.01% 2373
2024
Q2 		$502K Buy
54,652
+5,602
+11% +$51.9K ﹤0.01% 2297
2024
Q1 		$464K Sell
49,050
-8,749
-15% -$80K ﹤0.01% 2338
2023
Q4 		$534K Buy
57,799
+398
+0.7% +$3.32K ﹤0.01% 2128
2023
Q3 		$475K Sell
57,401
-1,184
-2% -$10.4K ﹤0.01% 2125
2023
Q2 		$513K Buy
58,585
+5,967
+11% +$50.2K ﹤0.01% 2118
2023
Q1 		$461K Sell
52,618
-2,045
-4% -$18.7K ﹤0.01% 2152
2022
Q4 		$474K Buy
54,663
+1,876
+4% +$16.5K ﹤0.01% 2059
2022
Q3 		$419K Buy
52,787
+1,627
+3% +$14.5K ﹤0.01% 2076
2022
Q2 		$428K Sell
51,160
-522
-1% -$4.88K ﹤0.01% 2077
2022
Q1 		$544K Buy
51,682
+20,136
+64% +$211K ﹤0.01% 2033
2021
Q4 		$364K Buy
31,546
+8,402
+36% +$97.9K ﹤0.01% 2357
2021
Q3 		$264K Buy
23,144
+43
+0.2% +$509 ﹤0.01% 2565
2021
Q2 		$286K Sell
23,101
-2,964
-11% -$35.4K ﹤0.01% 2508
2021
Q1 		$295K Buy
26,065
+431
+2% +$4.92K ﹤0.01% 2298
2020
Q4 		$259K Sell
25,634
-1,373
-5% -$12.3K ﹤0.01% 2267
2020
Q3 		$207K Buy
27,007
+4,034
+18% +$31.3K ﹤0.01% 2214
2020
Q2 		$165K Sell
22,973
-2,463
-10% -$16.3K ﹤0.01% 2219
2020
Q1 		$141K Buy
25,436
+57
+0.2% +$439 ﹤0.01% 2040
2019
Q4 		$217K Sell
25,379
-1,368
-5% -$11.2K ﹤0.01% 2149
2019
Q3 		$215K Sell
26,747
-1,561
-6% -$12.6K ﹤0.01% 2065
2019
Q2 		$233K Buy
28,308
+3,957
+16% +$32.7K ﹤0.01% 1910
2019
Q1 		$203K Sell
24,351
-10,313
-30% -$86K ﹤0.01% 2065
2018
Q4 		$257K Buy
34,664
+3,047
+10% +$26.2K ﹤0.01% 1761
2018
Q3 		$323K Buy
31,617
+12,569
+66% +$131K ﹤0.01% 1748
2018
Q2 		$190K Buy
+19,048
New +$188K ﹤0.01% 2031
2018
Q1 		– Sell
-16,606
Closed -$157K – 2223
2017
Q4 		$157K Buy
16,606
+3,373
+25% +$31.4K ﹤0.01% 1983
2017
Q3 		$124K Buy
+13,233
New +$115K ﹤0.01% 1900
2015
Q4 		– Sell
-26,405
Closed -$204K – 1611
2015
Q3 		$204K Sell
26,405
-32,728
-55% -$277K 0.01% 1252
2015
Q2 		$545K Buy
59,133
+1,339
+2% +$12.9K 0.02% 772
2015
Q1 		$566K Buy
57,794
+1,330
+2% +$13K 0.02% 734
2014
Q4 		$569K Buy
56,464
+10,074
+22% +$115K 0.02% 714
2014
Q3 		$546K Sell
46,390
-8,247
-15% -$101K 0.02% 786
2014
Q2 		$689K Hold
54,637
– – 0.02% 590
2014
Q1 		$669K Buy
54,637
+979
+2% +$12.1K 0.03% 574
2013
Q4 		$677K Buy
53,658
+5,674
+12% +$69.3K 0.03% 528
2013
Q3 		$562K Buy
47,984
+5,698
+13% +$65.1K 0.02% 577
2013
Q2 		$457K Buy
+42,286
New +$452K 0.02% 582

Other funds holding RMT

FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cambridge Investment Research Advisors's RMT Position: Q2 2026 in Review

Cambridge Investment Research Advisors sold out of Royce Micro-Cap Trust (RMT) in Q2 2026, closing a stake of 39,192 shares — an estimated $443K sold.

Cambridge Investment Research Advisors first reported a position in RMT in Q2 2013 and held it in 44 quarters. The position peaked at $689K in Q2 2014. 23 funds tracked by Wall St. Rank hold RMT as of Q2 2026.

  • Cambridge Investment Research Advisors reported no remaining Royce Micro-Cap Trust position as of Q2 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 39,192 Royce Micro-Cap Trust shares in Q2 2026, an estimated $443K.
  • Cambridge Investment Research Advisors first reported a position in Royce Micro-Cap Trust in Q2 2013 and held it in 44 quarters.
  • Cambridge Investment Research Advisors's Royce Micro-Cap Trust position peaked at $689K in Q2 2014.
  • 23 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.