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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
Q3 		$422K Hold
31,430
– – 0.01% 488
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

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Sax Wealth Advisors's RMT Position: Q3 2026 in Review

Sax Wealth Advisors held its Royce Micro-Cap Trust (RMT) position steady in Q3 2026 at 31,430 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #488.

Sax Wealth Advisors first reported a position in RMT in Q4 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold RMT as of Q3 2026.

  • Sax Wealth Advisors held 31,430 shares of Royce Micro-Cap Trust worth $422K as of Q3 2026.
  • Sax Wealth Advisors left its Royce Micro-Cap Trust share count unchanged in Q3 2026.
  • Royce Micro-Cap Trust made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #488 holding.
  • Sax Wealth Advisors first reported a position in Royce Micro-Cap Trust in Q4 2025 and has held it in 4 quarters since.
  • 8 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.