Golden State Equity Partners
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Golden State Equity Partners’s Royce Value Trust RVT Stock Holding History

Golden State Equity Partners’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
2026
Q3 		$16.5K Buy
+963
New +$17.5K ﹤0.01% 1306
2026
Q2 		– Sell
-929
Closed -$15.4K – 1464
2026
Q1 		$15.4K Buy
+929
New +$16.1K ﹤0.01% 1175

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Waterfront Wealth
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Paller Financial Services
Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Samalin Investment Counsel
Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
General American Investors
General American Investors New York $1.71B AUM 30.1% 1-Year Est. Return

Golden State Equity Partners's RVT Position: Q3 2026 in Review

Golden State Equity Partners opened a new position in Royce Value Trust (RVT) in Q3 2026: 963 shares worth $16.5K. The stake represents ﹤0.01% of the portfolio and ranks #1306 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in RVT as recently as Q1 2026.

Golden State Equity Partners first reported a position in RVT in Q1 2026 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold RVT as of Q3 2026.

  • Golden State Equity Partners held 963 shares of Royce Value Trust worth $16.5K as of Q3 2026.
  • Royce Value Trust was a new Golden State Equity Partners position in Q3 2026.
  • Royce Value Trust made up ﹤0.01% of Golden State Equity Partners's portfolio in Q3 2026, its #1306 holding.
  • Golden State Equity Partners first reported a position in Royce Value Trust in Q1 2026 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held Royce Value Trust as of Q3 2026.

Based on Golden State Equity Partners's 13F filing for Q3 2026, filed 3 Nov 2026.