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Farther Finance Advisors’s Royce Micro-Cap Trust RMT Stock Holding History

Farther Finance 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
Q3 		$409K Buy
30,404
+7,149
+31% +$99.4K ﹤0.01% 1742
2026
Q2 		$340K Buy
23,255
+22,784
+4,837% +$306K ﹤0.01% 1856
2026
Q1 		$5.42K Buy
+471
New +$5.48K ﹤0.01% 4450
2024
Q1 		– Sell
-1,214
Closed -$11.2K – 3715
2023
Q4 		$11.2K Buy
1,214
+29
+2% +$242 ﹤0.01% 1563
2023
Q3 		$9.81K Buy
1,185
+23
+2% +$203 ﹤0.01% 1295
2023
Q2 		$10.2K Buy
1,162
+22
+2% +$185 ﹤0.01% 1187
2023
Q1 		$10K Sell
1,140
-274
-19% -$2.51K ﹤0.01% 1111
2022
Q4 		$12.3K Buy
+1,414
New +$12.4K ﹤0.01% 880

Other funds holding RMT

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Farther Finance Advisors's RMT Position: Q3 2026 in Review

Farther Finance Advisors increased its Royce Micro-Cap Trust (RMT) stake by 31% in Q3 2026, buying an estimated $99.4K and bringing the position to 30,404 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #1742.

Farther Finance Advisors first reported a position in RMT in Q4 2022 and has held it in 8 quarters since. 8 funds tracked by Wall St. Rank hold RMT as of Q3 2026.

  • Farther Finance Advisors held 30,404 shares of Royce Micro-Cap Trust worth $409K as of Q3 2026.
  • Farther Finance Advisors bought 7,149 Royce Micro-Cap Trust shares in Q3 2026, an estimated $99.4K.
  • Royce Micro-Cap Trust made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1742 holding.
  • Farther Finance Advisors first reported a position in Royce Micro-Cap Trust in Q4 2022 and has held it in 8 quarters since.
  • 8 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.