Smartleaf Asset Management’s Royce Global Value Trust RGT Stock Holding History

Smartleaf Asset Management’s Portfolio RGT Stock Details RGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.07K	Buy	+215	New	+$3.2K	﹤0.01%	2897

Other funds holding RGT

Atlas Wealth Cincinnati, Ohio $722M AUM 7.22% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Beckerman Institutional Ocean Grove, New Jersey $213M AUM 11.62% 1-Year Est. Return

Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return

Smartleaf Asset Management's RGT Position: Q3 2026 in Review

Smartleaf Asset Management opened a new position in Royce Global Value Trust (RGT) in Q3 2026: 215 shares worth $3.07K. The stake represents ﹤0.01% of the portfolio and ranks #2897 among its holdings.

29 funds tracked by Wall St. Rank hold RGT as of Q3 2026.

Smartleaf Asset Management held 215 shares of Royce Global Value Trust worth $3.07K as of Q3 2026.
Royce Global Value Trust was a new Smartleaf Asset Management position in Q3 2026.
Royce Global Value Trust made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #2897 holding.
29 funds tracked by Wall St. Rank held Royce Global Value Trust as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.