PSFG
RMT

Prairie Sky Financial Group’s Royce Micro-Cap Trust RMT Stock Holding History

Prairie Sky Financial Group’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
2025
Q2 		$263K Buy
28,441
+573
+2% +$4.87K 0.14% 62
2025
Q1 		$235K Buy
27,868
+602
+2% +$5.69K 0.14% 67
2024
Q4 		$266K Buy
27,266
+590
+2% +$5.8K 0.16% 61
2024
Q3 		$256K Hold
26,676
– – 0.15% 66
2024
Q2 		$245K Hold
26,676
– – 0.15% 66
2024
Q1 		$252K Hold
26,676
– – 0.15% 67
2023
Q4 		$246K Hold
26,676
– – 0.16% 65
2023
Q3 		$221K Hold
26,676
– – 0.16% 70
2023
Q2 		$233K Buy
+26,676
New +$224K 0.16% 71

Other funds holding RMT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.82B AUM 16.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $287M AUM 1.83% 1-Year Est. Return
ARA
Alexander Randolph Advisory Mclean, Virginia $116M AUM 15.12% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return