EverSource Wealth Advisors’s Royce Micro-Cap Trust RMT Stock Holding History

EverSource Wealth 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	$14.7K	Hold	1,302	–	–	﹤0.01%	2692
2025 Q4	$13.6K	Hold	1,302	–	–	﹤0.01%	2639
2025 Q3	$13.5K	Hold	1,302	–	–	﹤0.01%	2639
2025 Q2	$12K	Hold	1,302	–	–	﹤0.01%	2682
2025 Q1	$11K	Hold	1,302	–	–	﹤0.01%	2063
2024 Q4	$12.7K	Hold	1,302	–	–	﹤0.01%	1875
2024 Q3	$12.5K	Hold	1,302	–	–	﹤0.01%	1743
2024 Q2	$12.9K	Hold	1,302	–	–	﹤0.01%	1724
2024 Q1	$11.6K	Buy	+1,302	New	+$11.9K	﹤0.01%	1613
2023 Q3	–	Sell	-64	Closed	-$560	–	2632
2023 Q2	$560	Hold	64	–	–	﹤0.01%	2327
2023 Q1	$561	Hold	64	–	–	﹤0.01%	2196
2022 Q4	$556	Hold	64	–	–	﹤0.01%	2184
2022 Q3	$1K	Buy	+64	New	+$569	﹤0.01%	1877

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

EverSource Wealth Advisors's RMT Position: Q1 2026 in Review

EverSource Wealth Advisors held its Royce Micro-Cap Trust (RMT) position steady in Q1 2026 at 1,302 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2692.

EverSource Wealth Advisors first reported a position in RMT in Q3 2022 and has held it in 13 quarters since. 105 funds tracked by Wall St. Rank hold RMT as of Q1 2026.

EverSource Wealth Advisors held 1,302 shares of Royce Micro-Cap Trust worth $14.7K as of Q1 2026.
EverSource Wealth Advisors left its Royce Micro-Cap Trust share count unchanged in Q1 2026.
Royce Micro-Cap Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2692 holding.
EverSource Wealth Advisors first reported a position in Royce Micro-Cap Trust in Q3 2022 and has held it in 13 quarters since.
105 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.