SWA
RMT

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

Sax Wealth 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
2026
Q2 		$355K Hold
31,430
– – 0.01% 414
2026
Q1 		$328K Hold
31,430
– – 0.02% 367
2025
Q4 		$328K Buy
+31,430
New +$326K 0.02% 374

Other funds holding RMT

MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Sax Wealth Advisors's RMT Position: Q2 2026 in Review

Sax Wealth Advisors held its Royce Micro-Cap Trust (RMT) position steady in Q2 2026 at 31,430 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #414.

Sax Wealth Advisors first reported a position in RMT in Q4 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold RMT as of Q2 2026.

  • Sax Wealth Advisors held 31,430 shares of Royce Micro-Cap Trust worth $355K as of Q2 2026.
  • Sax Wealth Advisors left its Royce Micro-Cap Trust share count unchanged in Q2 2026.
  • Royce Micro-Cap Trust made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #414 holding.
  • Sax Wealth Advisors first reported a position in Royce Micro-Cap Trust in Q4 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.