SA
RMT

Sanctuary Advisors’s Royce Micro-Cap Trust RMT Stock Holding History

Sanctuary Advisors’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
Q1 		– Sell
-125,700
Closed -$1.25M – 2406
2024
Q4 		$1.25M Buy
125,700
+611
+0.5% +$6K 0.01% 1120
2024
Q3 		$1.27M Buy
125,089
+860
+0.7% +$8.19K 0.01% 1130
2024
Q2 		$1.1M Buy
+124,229
New +$1.15M 0.01% 1147

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 $5.84B AUM 16.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ARA
Alexander Randolph Advisory Mclean, Virginia $116M AUM 15.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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 $377B AUM 19.32% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Sanctuary Advisors's RMT Position: Q1 2025 in Review

Sanctuary Advisors sold out of Royce Micro-Cap Trust (RMT) in Q1 2025, closing a stake of 125,700 shares — an estimated $1.25M sold.

Sanctuary Advisors first reported a position in RMT in Q2 2024 and held it in 3 quarters. The position peaked at $1.27M in Q3 2024. 94 funds tracked by Wall St. Rank hold RMT as of Q1 2025.

  • Sanctuary Advisors reported no remaining Royce Micro-Cap Trust position as of Q1 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 125,700 Royce Micro-Cap Trust shares in Q1 2025, an estimated $1.25M.
  • Sanctuary Advisors first reported a position in Royce Micro-Cap Trust in Q2 2024 and held it in 3 quarters.
  • Sanctuary Advisors's Royce Micro-Cap Trust position peaked at $1.27M in Q3 2024.
  • 94 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q1 2025.

Based on Sanctuary Advisors's 13F filing for Q1 2025, filed 6 Jan 2026.