Kovitz Investment Group Partners’s Royce Value Trust RVT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$176K Hold
11,723
﹤0.01% 1286
2025
Q1
$167K Hold
11,723
﹤0.01% 1178
2024
Q4
$185K Buy
+11,723
New +$185K ﹤0.01% 1168