EWA
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EverSource Wealth Advisors’s Royce Value Trust RVT Stock Holding History

EverSource Wealth Advisors’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
Q1 		$74.7K Hold
4,500
– – ﹤0.01% 1610
2025
Q4 		$72.5K Buy
4,500
+1,000
+29% +$16K ﹤0.01% 1488
2025
Q3 		$56.5K Buy
3,500
+1,750
+100% +$27.5K ﹤0.01% 1616
2025
Q2 		$26.3K Hold
1,750
– – ﹤0.01% 2078
2025
Q1 		$24.9K Hold
1,750
– – ﹤0.01% 1573
2024
Q4 		$27.6K Hold
1,750
– – ﹤0.01% 1465
2024
Q3 		$27.5K Buy
+1,750
New +$26.5K ﹤0.01% 1335
2023
Q3 		– Sell
-301
Closed -$4.15K – 2636
2023
Q2 		$4.15K Hold
301
– – ﹤0.01% 1806
2023
Q1 		$4.08K Hold
301
– – ﹤0.01% 1715
2022
Q4 		$3.99K Hold
301
– – ﹤0.01% 1691
2022
Q3 		$4K Buy
+301
New +$4.47K ﹤0.01% 1470

Other funds holding RVT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return