FAIM
RMT

Financial Advocates Investment Management’s Royce Micro-Cap Trust RMT Stock Holding History

Financial Advocates Investment Management’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
2025
Q2 		– Sell
-15,835
Closed -$133K – 740
2025
Q1 		$133K Buy
15,835
+341
+2% +$3.22K 0.01% 694
2024
Q4 		$151K Buy
15,494
+333
+2% +$3.27K 0.01% 712
2024
Q3 		$146K Buy
15,161
+278
+2% +$2.65K 0.01% 729
2024
Q2 		$137K Sell
14,883
-16,351
-52% -$151K 0.01% 693
2024
Q1 		$295K Buy
31,234
+576
+2% +$5.26K 0.02% 599
2023
Q4 		$283K Buy
30,658
+736
+2% +$6.15K 0.02% 574
2023
Q3 		$248K Buy
29,922
+584
+2% +$5.15K 0.02% 583
2023
Q2 		$257K Buy
29,338
+481
+2% +$4.04K 0.02% 565
2023
Q1 		$253K Buy
28,857
+601
+2% +$5.5K 0.02% 610
2022
Q4 		$245K Buy
28,256
+883
+3% +$7.76K 0.02% 612
2022
Q3 		$217K Buy
27,373
+653
+2% +$5.8K 0.02% 652
2022
Q2 		$223K Buy
26,720
+716
+3% +$6.69K 0.02% 595
2022
Q1 		$274K Buy
26,004
+556
+2% +$5.83K 0.02% 600
2021
Q4 		$294K Buy
25,448
+639
+3% +$7.44K 0.02% 640
2021
Q3 		$283K Sell
24,809
-11,653
-32% -$138K 0.02% 625
2021
Q2 		$452K Sell
36,462
-10,233
-22% -$122K 0.03% 495
2021
Q1 		$528K Sell
46,695
-14,442
-24% -$165K 0.04% 472
2020
Q4 		$619K Sell
61,137
-39,717
-39% -$356K 0.04% 400
2020
Q3 		$774K Sell
100,854
-8,860
-8% -$68.7K 0.07% 294
2020
Q2 		$790K Sell
109,714
-7,611
-6% -$50.5K 0.07% 278
2020
Q1 		$652K Sell
117,325
-5,777
-5% -$44.5K 0.09% 234
2019
Q4 		$1.05M Buy
123,102
+8,655
+8% +$70.7K 0.11% 202
2019
Q3 		$920K Buy
114,447
+39
+0% +$314 0.11% 199
2019
Q2 		$940K Buy
114,408
+53,478
+88% +$442K 0.11% 194
2019
Q1 		$508K Buy
60,930
+15,271
+33% +$127K 0.06% 268
2018
Q4 		$339K Buy
+45,659
New +$392K 0.05% 314
2018
Q3 		– Sell
-43,603
Closed -$440K – 521
2018
Q2 		$440K Buy
43,603
+749
+2% +$7.4K 0.05% 284
2018
Q1 		$401K Buy
42,854
+794
+2% +$7.55K 0.05% 298
2017
Q4 		$397K Buy
+42,060
New +$392K 0.05% 294

Other funds holding RMT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
ARA
Alexander Randolph Advisory Mclean, Virginia $121M AUM 27.14% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Advocates Investment Management's RMT Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Royce Micro-Cap Trust (RMT) in Q2 2025, closing a stake of 15,835 shares — an estimated $133K sold.

Financial Advocates Investment Management first reported a position in RMT in Q4 2017 and held it in 29 quarters. The position peaked at $1.05M in Q4 2019. 98 funds tracked by Wall St. Rank hold RMT as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Royce Micro-Cap Trust position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 15,835 Royce Micro-Cap Trust shares in Q2 2025, an estimated $133K.
  • Financial Advocates Investment Management first reported a position in Royce Micro-Cap Trust in Q4 2017 and held it in 29 quarters.
  • Financial Advocates Investment Management's Royce Micro-Cap Trust position peaked at $1.05M in Q4 2019.
  • 98 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.