Institute for Wealth Management’s Royce Value Trust RVT Stock Holding History

Institute for 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
2026 Q2	$85.8K	Buy	+4,647	New	+$84K	0.01%	725

Other funds holding RVT

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

Janney Montgomery Scott

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

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

Paller Financial Services Centennial, Colorado $134M AUM

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

Cypress Capital Management (Wyoming) Sheridan, Wyoming $120M AUM 63.01% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Institute for Wealth Management's RVT Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Royce Value Trust (RVT) in Q2 2026: 4,647 shares worth $85.8K. The stake represents 0.01% of the portfolio and ranks #725 among its holdings.

124 funds tracked by Wall St. Rank hold RVT as of Q2 2026.

Institute for Wealth Management held 4,647 shares of Royce Value Trust worth $85.8K as of Q2 2026.
Royce Value Trust was a new Institute for Wealth Management position in Q2 2026.
Royce Value Trust made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #725 holding.
124 funds tracked by Wall St. Rank held Royce Value Trust as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.