JWA
RMT

JFS Wealth Advisors’s Royce Micro-Cap Trust RMT Stock Holding History

JFS Wealth Advisors’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 		$203K Hold
13,896
– – 0.01% 333
2026
Q1 		$157K Hold
13,896
– – 0.01% 355
2025
Q4 		$145K Hold
13,896
– – 0.01% 352
2025
Q3 		$144K Hold
13,896
– – 0.01% 361
2025
Q2 		$129K Buy
+13,896
New +$118K 0.01% 340

Other funds holding RMT

MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

JFS Wealth Advisors's RMT Position: Q2 2026 in Review

JFS Wealth Advisors held its Royce Micro-Cap Trust (RMT) position steady in Q2 2026 at 13,896 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #333.

JFS Wealth Advisors first reported a position in RMT in Q2 2025 and has held it in 5 quarters since. 12 funds tracked by Wall St. Rank hold RMT as of Q2 2026.

  • JFS Wealth Advisors held 13,896 shares of Royce Micro-Cap Trust worth $203K as of Q2 2026.
  • JFS Wealth Advisors left its Royce Micro-Cap Trust share count unchanged in Q2 2026.
  • Royce Micro-Cap Trust made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #333 holding.
  • JFS Wealth Advisors first reported a position in Royce Micro-Cap Trust in Q2 2025 and has held it in 5 quarters since.
  • 12 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.