EPW
RMT

Evolve Private Wealth’s Royce Micro-Cap Trust RMT Stock Holding History

Evolve Private Wealth’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 		$1.65M Sell
112,472
-4,197
-4% -$56.3K 0.1% 182
2026
Q1 		$1.32M Sell
116,669
-179
-0.2% -$2.08K 0.07% 258
2025
Q4 		$1.22M Buy
+116,848
New +$1.21M 0.07% 252

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

Evolve Private Wealth's RMT Position: Q2 2026 in Review

Evolve Private Wealth reduced its Royce Micro-Cap Trust (RMT) stake by 3.6% in Q2 2026, selling an estimated $56.3K and leaving 112,472 shares worth $1.65M. The position accounts for 0.1% of the portfolio, ranked #182.

Evolve Private Wealth first reported a position in RMT in Q4 2025 and has held it in 3 quarters since. 108 funds tracked by Wall St. Rank hold RMT as of Q2 2026.

  • Evolve Private Wealth held 112,472 shares of Royce Micro-Cap Trust worth $1.65M as of Q2 2026.
  • Evolve Private Wealth sold 4,197 Royce Micro-Cap Trust shares in Q2 2026, an estimated $56.3K.
  • Royce Micro-Cap Trust made up 0.1% of Evolve Private Wealth's portfolio in Q2 2026, its #182 holding.
  • Evolve Private Wealth first reported a position in Royce Micro-Cap Trust in Q4 2025 and has held it in 3 quarters since.
  • 108 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.