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
Q1 		$17.4K Buy
+1,534
New +$17.8K ﹤0.01% 1135

Other funds holding RMT

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
ARA
Alexander Randolph Advisory Mclean, Virginia $116M AUM 15.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Golden State Equity Partners's RMT Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in Royce Micro-Cap Trust (RMT) in Q1 2026: 1,534 shares worth $17.4K. The stake represents ﹤0.01% of the portfolio and ranks #1135 among its holdings.

105 funds tracked by Wall St. Rank hold RMT as of Q1 2026.

  • Golden State Equity Partners held 1,534 shares of Royce Micro-Cap Trust worth $17.4K as of Q1 2026.
  • Royce Micro-Cap Trust was a new Golden State Equity Partners position in Q1 2026.
  • Royce Micro-Cap Trust made up ﹤0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #1135 holding.
  • 105 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.