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 Q1	$284K	Buy	+25,123	New	+$292K	﹤0.01%	1539

Other funds holding RMT

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

ARA

Alexander Randolph Advisory Mclean, Virginia $116M AUM 15.12% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Concurrent Investment Advisors's RMT Position: Q1 2026 in Review

Concurrent Investment Advisors opened a new position in Royce Micro-Cap Trust (RMT) in Q1 2026: 25,123 shares worth $284K. The stake represents ﹤0.01% of the portfolio and ranks #1539 among its holdings.

105 funds tracked by Wall St. Rank hold RMT as of Q1 2026.

Concurrent Investment Advisors held 25,123 shares of Royce Micro-Cap Trust worth $284K as of Q1 2026.
Royce Micro-Cap Trust was a new Concurrent Investment Advisors position in Q1 2026.
Royce Micro-Cap Trust made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1539 holding.
105 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.