Farther Finance Advisors’s Royce Global Value Trust RGT Stock Holding History

Farther Finance Advisors’s Portfolio RGT Stock Details RGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5K	Buy	351 +71	+25%	+$1.01K	﹤0.01%	4805
2026 Q1	$3.8K	Hold	280	–	–	﹤0.01%	4630
2025 Q4	$3.67K	Hold	280	–	–	﹤0.01%	4459
2025 Q3	$3.63K	Sell	280 -42	-13%	-$527	﹤0.01%	3902
2025 Q2	$3.87K	Sell	322 -41	-11%	-$452	﹤0.01%	3460
2025 Q1	$3.82K	Buy	+363	New	+$3.94K	﹤0.01%	3165

Other funds holding RGT

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

CSB

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Farther Finance Advisors's RGT Position: Q2 2026 in Review

Farther Finance Advisors increased its Royce Global Value Trust (RGT) stake by 25% in Q2 2026, buying an estimated $1.01K and bringing the position to 351 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #4805.

Farther Finance Advisors first reported a position in RGT in Q1 2025 and has held it in 6 quarters since. 4 funds tracked by Wall St. Rank hold RGT as of Q2 2026.

Farther Finance Advisors held 351 shares of Royce Global Value Trust worth $5K as of Q2 2026.
Farther Finance Advisors bought 71 Royce Global Value Trust shares in Q2 2026, an estimated $1.01K.
Royce Global Value Trust made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4805 holding.
Farther Finance Advisors first reported a position in Royce Global Value Trust in Q1 2025 and has held it in 6 quarters since.
4 funds tracked by Wall St. Rank held Royce Global Value Trust as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.