KWM
RMT

Kingsview Wealth Management’s Royce Micro-Cap Trust RMT Stock Holding History

Kingsview Wealth Management’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 		$356K Hold
31,438
– – ﹤0.01% 1010
2025
Q4 		$328K Buy
31,438
+25
+0.1% +$260 ﹤0.01% 993
2025
Q3 		$326K Sell
31,413
-358
-1% -$3.53K 0.01% 934
2025
Q2 		$294K Sell
31,771
-2,663
-8% -$22.6K 0.01% 955
2025
Q1 		$290K Buy
34,434
+80
+0.2% +$756 0.01% 909
2024
Q4 		$335K Buy
34,354
+1,000
+3% +$9.83K 0.01% 855
2024
Q3 		$321K Sell
33,354
-150
-0.4% -$1.43K 0.01% 867
2024
Q2 		$308K Sell
33,504
-821
-2% -$7.6K 0.01% 825
2024
Q1 		$324K Sell
34,325
-435
-1% -$3.98K 0.01% 792
2023
Q4 		$321K Sell
34,760
-1,620
-4% -$13.5K 0.01% 740
2023
Q3 		$301K Sell
36,380
-615
-2% -$5.42K 0.01% 740
2023
Q2 		$324K Hold
36,995
– – 0.01% 722
2023
Q1 		$324K Sell
36,995
-1,025
-3% -$9.38K 0.01% 689
2022
Q4 		$330K Hold
38,020
– – 0.01% 631
2022
Q3 		$301K Hold
38,020
– – 0.01% 637
2022
Q2 		$318K Hold
38,020
– – 0.02% 653
2022
Q1 		$400K Hold
38,020
– – 0.02% 625
2021
Q4 		$439K Buy
38,020
+942
+3% +$11K 0.02% 611
2021
Q3 		$423K Buy
37,078
+1,246
+3% +$14.7K 0.02% 595
2021
Q2 		$446K Buy
35,832
+15,606
+77% +$187K 0.02% 589
2021
Q1 		$232K Buy
+20,226
New +$231K 0.01% 726

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

Kingsview Wealth Management's RMT Position: Q1 2026 in Review

Kingsview Wealth Management held its Royce Micro-Cap Trust (RMT) position steady in Q1 2026 at 31,438 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

Kingsview Wealth Management first reported a position in RMT in Q1 2021 and has held it in 21 quarters since. The position peaked at $446K in Q2 2021. 105 funds tracked by Wall St. Rank hold RMT as of Q1 2026.

  • Kingsview Wealth Management held 31,438 shares of Royce Micro-Cap Trust worth $356K as of Q1 2026.
  • Kingsview Wealth Management left its Royce Micro-Cap Trust share count unchanged in Q1 2026.
  • Royce Micro-Cap Trust made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1010 holding.
  • Kingsview Wealth Management first reported a position in Royce Micro-Cap Trust in Q1 2021 and has held it in 21 quarters since.
  • Kingsview Wealth Management's Royce Micro-Cap Trust position peaked at $446K in Q2 2021.
  • 105 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.