GSEP
RMT

Golden State Equity Partners’s Royce Micro-Cap Trust RMT Stock Holding History

Golden State Equity Partners’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 		– Sell
-1,534
Closed -$17.4K – 1448
2026
Q1 		$17.4K Buy
+1,534
New +$17.8K ﹤0.01% 1135

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

Golden State Equity Partners's RMT Position: Q2 2026 in Review

Golden State Equity Partners sold out of Royce Micro-Cap Trust (RMT) in Q2 2026, closing a stake of 1,534 shares — an estimated $17.4K sold.

Golden State Equity Partners first reported a position in RMT in Q1 2026 and held it in 1 quarter. The position peaked at $17.4K in Q1 2026. 108 funds tracked by Wall St. Rank hold RMT as of Q2 2026.

  • Golden State Equity Partners reported no remaining Royce Micro-Cap Trust position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 1,534 Royce Micro-Cap Trust shares in Q2 2026, an estimated $17.4K.
  • Golden State Equity Partners first reported a position in Royce Micro-Cap Trust in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's Royce Micro-Cap Trust position peaked at $17.4K in Q1 2026.
  • 108 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.