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

Concurrent Investment 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 		$418K Buy
28,571
+3,448
+14% +$46.3K ﹤0.01% 1505
2026
Q1 		$284K Buy
+25,123
New +$292K ﹤0.01% 1539

Other funds holding RMT

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
LPL Financial
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Concurrent Investment Advisors's RMT Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Royce Micro-Cap Trust (RMT) stake by 14% in Q2 2026, buying an estimated $46.3K and bringing the position to 28,571 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

Concurrent Investment Advisors first reported a position in RMT in Q1 2026 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold RMT as of Q2 2026.

  • Concurrent Investment Advisors held 28,571 shares of Royce Micro-Cap Trust worth $418K as of Q2 2026.
  • Concurrent Investment Advisors bought 3,448 Royce Micro-Cap Trust shares in Q2 2026, an estimated $46.3K.
  • Royce Micro-Cap Trust made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1505 holding.
  • Concurrent Investment Advisors first reported a position in Royce Micro-Cap Trust in Q1 2026 and has held it in 2 quarters since.
  • 109 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q2 2026.

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