SPC
RMT

Spirepoint Private Client’s Royce Micro-Cap Trust RMT Stock Holding History

Spirepoint Private Client’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
Q1 		$541K Buy
47,862
+6,545
+16% +$76.1K 0.05% 177
2025
Q4 		$431K Buy
41,317
+2,849
+7% +$29.6K 0.04% 191
2025
Q3 		$400K Buy
+38,468
New +$380K 0.04% 187

Other funds holding RMT

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
ARA
Alexander Randolph Advisory Mclean, Virginia $116M AUM 15.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Spirepoint Private Client's RMT Position: Q1 2026 in Review

Spirepoint Private Client increased its Royce Micro-Cap Trust (RMT) stake by 16% in Q1 2026, buying an estimated $76.1K and bringing the position to 47,862 shares worth $541K. The position accounts for 0.05% of the portfolio, ranked #177.

Spirepoint Private Client first reported a position in RMT in Q3 2025 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold RMT as of Q1 2026.

  • Spirepoint Private Client held 47,862 shares of Royce Micro-Cap Trust worth $541K as of Q1 2026.
  • Spirepoint Private Client bought 6,545 Royce Micro-Cap Trust shares in Q1 2026, an estimated $76.1K.
  • Royce Micro-Cap Trust made up 0.05% of Spirepoint Private Client's portfolio in Q1 2026, its #177 holding.
  • Spirepoint Private Client first reported a position in Royce Micro-Cap Trust in Q3 2025 and has held it in 3 quarters since.
  • 105 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q1 2026.

Based on Spirepoint Private Client's 13F filing for Q1 2026, filed 22 Apr 2026.