Salem Investment Counselors
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Salem Investment Counselors’s Royce Value Trust RVT Stock Holding History

Salem Investment Counselors’s Portfolio RVT Stock Details RVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-4,047
Closed -$74.7K – 999
2026
Q2 		$74.7K Hold
4,047
– – ﹤0.01% 546
2026
Q1 		$67.2K Buy
+4,047
New +$70.3K ﹤0.01% 541
2025
Q4 		– Sell
-4,047
Closed -$65.3K – 983
2025
Q3 		$65.3K Hold
4,047
– – ﹤0.01% 549
2025
Q2 		$60.9K Hold
4,047
– – ﹤0.01% 545
2025
Q1 		$57.6K Hold
4,047
– – ﹤0.01% 548
2024
Q4 		$63.9K Hold
4,047
– – ﹤0.01% 534
2024
Q3 		$63.5K Hold
4,047
– – ﹤0.01% 541
2024
Q2 		$58.6K Buy
+4,047
New +$58.9K ﹤0.01% 531

Other funds holding RVT

SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

Salem Investment Counselors's RVT Position: Q3 2026 in Review

Salem Investment Counselors sold out of Royce Value Trust (RVT) in Q3 2026, closing a stake of 4,047 shares — an estimated $74.7K sold.

Salem Investment Counselors first reported a position in RVT in Q2 2024 and held it in 8 quarters. The position peaked at $74.7K in Q2 2026. 21 funds tracked by Wall St. Rank hold RVT as of Q3 2026.

  • Salem Investment Counselors reported no remaining Royce Value Trust position as of Q3 2026 after selling out during the quarter.
  • Salem Investment Counselors sold 4,047 Royce Value Trust shares in Q3 2026, an estimated $74.7K.
  • Salem Investment Counselors first reported a position in Royce Value Trust in Q2 2024 and held it in 8 quarters.
  • Salem Investment Counselors's Royce Value Trust position peaked at $74.7K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Royce Value Trust as of Q3 2026.

Based on Salem Investment Counselors's 13F filing for Q3 2026, filed 13 Oct 2026.