LWM
RMT

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
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

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ARA
Alexander Randolph Advisory Mclean, Virginia $121M AUM 27.14% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lodestone Wealth Management's RMT Position: Q2 2026 in Review

Lodestone Wealth Management held its Royce Micro-Cap Trust (RMT) position steady in Q2 2026 at 173 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Lodestone Wealth Management first reported a position in RMT in Q4 2025 and has held it in 3 quarters since. 108 funds tracked by Wall St. Rank hold RMT as of Q2 2026.

  • Lodestone Wealth Management held 173 shares of Royce Micro-Cap Trust worth $2.53K as of Q2 2026.
  • Lodestone Wealth Management left its Royce Micro-Cap Trust share count unchanged in Q2 2026.
  • Royce Micro-Cap Trust made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #658 holding.
  • Lodestone Wealth Management first reported a position in Royce Micro-Cap Trust in Q4 2025 and has held it in 3 quarters since.
  • 108 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.