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

Lodestone 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
Q3 		$2.33K Hold
173
– – ﹤0.01% 688
2026
Q2 		$2.53K Hold
173
– – ﹤0.01% 658
2026
Q1 		$1.96K Hold
173
– – ﹤0.01% 675
2025
Q4 		$1.8K Buy
+173
New +$1.8K ﹤0.01% 687

Other funds holding RMT

SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Lodestone Wealth Management's RMT Position: Q3 2026 in Review

Lodestone Wealth Management held its Royce Micro-Cap Trust (RMT) position steady in Q3 2026 at 173 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Lodestone Wealth Management first reported a position in RMT in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.53K in Q2 2026. 10 funds tracked by Wall St. Rank hold RMT as of Q3 2026.

  • Lodestone Wealth Management held 173 shares of Royce Micro-Cap Trust worth $2.33K as of Q3 2026.
  • Lodestone Wealth Management left its Royce Micro-Cap Trust share count unchanged in Q3 2026.
  • Royce Micro-Cap Trust made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #688 holding.
  • Lodestone Wealth Management first reported a position in Royce Micro-Cap Trust in Q4 2025 and has held it in 4 quarters since.
  • Lodestone Wealth Management's Royce Micro-Cap Trust position peaked at $2.53K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.