Sandy Spring Bank’s Royce Micro-Cap Trust RMT Stock Holding History

Sandy Spring Bank’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	$17.7K	Hold	2,096	–	–	﹤0.01%	755
2024 Q4	$20.4K	Hold	2,096	–	–	﹤0.01%	748
2024 Q3	$20.1K	Hold	2,096	–	–	﹤0.01%	749
2024 Q2	$19.3K	Hold	2,096	–	–	﹤0.01%	768
2024 Q1	$19.8K	Hold	2,096	–	–	﹤0.01%	747
2023 Q4	$19.4K	Hold	2,096	–	–	﹤0.01%	709
2023 Q3	$17.4K	Hold	2,096	–	–	﹤0.01%	731
2023 Q2	$18.3K	Hold	2,096	–	–	﹤0.01%	732
2023 Q1	$18.4K	Hold	2,096	–	–	﹤0.01%	714
2022 Q4	$18.2K	Hold	2,096	–	–	﹤0.01%	716
2022 Q3	$17K	Hold	2,096	–	–	﹤0.01%	708
2022 Q2	$18K	Hold	2,096	–	–	﹤0.01%	718
2022 Q1	$22K	Hold	2,096	–	–	﹤0.01%	694
2021 Q4	$24K	Hold	2,096	–	–	﹤0.01%	724
2021 Q3	$24K	Hold	2,096	–	–	﹤0.01%	724
2021 Q2	$26K	Hold	2,096	–	–	﹤0.01%	722
2021 Q1	$24K	Hold	2,096	–	–	﹤0.01%	647
2020 Q4	$21K	Hold	2,096	–	–	﹤0.01%	628
2020 Q3	$16K	Hold	2,096	–	–	﹤0.01%	621
2020 Q2	$15K	Hold	2,096	–	–	﹤0.01%	647
2020 Q1	$12K	Buy	+2,096	New	+$16.2K	﹤0.01%	647
2016 Q4	–	Sell	-6,297	Closed	-$49K	–	870
2016 Q3	$49K	Sell	6,297 -6,500	-51%	-$50.3K	0.01%	434
2016 Q2	$94K	Hold	12,797	–	–	0.01%	359
2016 Q1	$90K	Sell	12,797 -15,000	-54%	-$99.5K	0.01%	359
2015 Q4	$202K	Sell	27,797 -17,000	-38%	-$132K	0.02%	283
2015 Q3	$347K	Hold	44,797	–	–	0.04%	236
2015 Q2	$413K	Hold	44,797	–	–	0.05%	232
2015 Q1	$439K	Buy	+44,797	New	+$439K	0.05%	224

Other funds holding RMT

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 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 Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Sandy Spring Bank's RMT Position: Q1 2025 in Review

Sandy Spring Bank held its Royce Micro-Cap Trust (RMT) position steady in Q1 2025 at 2,096 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Sandy Spring Bank first reported a position in RMT in Q1 2015 and has held it in 28 quarters since. The position peaked at $439K in Q1 2015. 94 funds tracked by Wall St. Rank hold RMT as of Q1 2025.

Sandy Spring Bank held 2,096 shares of Royce Micro-Cap Trust worth $17.7K as of Q1 2025.
Sandy Spring Bank left its Royce Micro-Cap Trust share count unchanged in Q1 2025.
Royce Micro-Cap Trust made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #755 holding.
Sandy Spring Bank first reported a position in Royce Micro-Cap Trust in Q1 2015 and has held it in 28 quarters since.
Sandy Spring Bank's Royce Micro-Cap Trust position peaked at $439K in Q1 2015.
94 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.