Future Financial Wealth Management’s Royce Value Trust RVT Stock Holding History

Future Financial Wealth Management’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
2025 Q4	–	Sell	-5,000	Closed	-$80.7K	–	367
2025 Q3	$80.7K	Hold	5,000	–	–	0.05%	195
2025 Q2	$75.3K	Hold	5,000	–	–	0.05%	196
2025 Q1	$71.2K	Hold	5,000	–	–	0.05%	196
2024 Q4	$79K	Hold	5,000	–	–	0.06%	189
2024 Q3	$78.5K	Buy	+5,000	New	+$75.8K	0.06%	197
2024 Q2	–	Sell	-5,000	Closed	-$75.8K	–	382
2024 Q1	$75.8K	Buy	+5,000	New	+$72.1K	0.06%	207
2022 Q2	–	Sell	-5,000	Closed	-$85K	–	398
2022 Q1	$85K	Hold	5,000	–	–	0.07%	204
2021 Q4	$98K	Buy	+5,000	New	+$94.5K	0.08%	196

Other funds holding RVT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

Future Financial Wealth Management's RVT Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Royce Value Trust (RVT) in Q4 2025, closing a stake of 5,000 shares — an estimated $80.7K sold.

Future Financial Wealth Management first reported a position in RVT in Q4 2021 and held it in 8 quarters. The position peaked at $98K in Q4 2021. 201 funds tracked by Wall St. Rank hold RVT as of Q4 2025.

Future Financial Wealth Management reported no remaining Royce Value Trust position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 5,000 Royce Value Trust shares in Q4 2025, an estimated $80.7K.
Future Financial Wealth Management first reported a position in Royce Value Trust in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's Royce Value Trust position peaked at $98K in Q4 2021.
201 funds tracked by Wall St. Rank held Royce Value Trust as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.