Center for Financial Planning’s Royce Value Trust RVT Stock Holding History

Center for Financial Planning’s Portfolio RVT Stock Details RVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$50.9K	Buy	+2,756	New	+$49.8K	﹤0.01%	316

Other funds holding RVT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $134M AUM

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

Cypress Capital Management (Wyoming) Sheridan, Wyoming $120M AUM 63.01% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Center for Financial Planning's RVT Position: Q2 2026 in Review

Center for Financial Planning opened a new position in Royce Value Trust (RVT) in Q2 2026: 2,756 shares worth $50.9K. The stake represents ﹤0.01% of the portfolio and ranks #316 among its holdings.

124 funds tracked by Wall St. Rank hold RVT as of Q2 2026.

Center for Financial Planning held 2,756 shares of Royce Value Trust worth $50.9K as of Q2 2026.
Royce Value Trust was a new Center for Financial Planning position in Q2 2026.
Royce Value Trust made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #316 holding.
124 funds tracked by Wall St. Rank held Royce Value Trust as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.