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
Q2 		$678K Sell
46,278
-1,584
-3% -$21.3K 0.05% 168
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 $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ARA
Alexander Randolph Advisory Mclean, Virginia $121M AUM 27.14% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Spirepoint Private Client's RMT Position: Q2 2026 in Review

Spirepoint Private Client reduced its Royce Micro-Cap Trust (RMT) stake by 3.3% in Q2 2026, selling an estimated $21.3K and leaving 46,278 shares worth $678K. The position accounts for 0.05% of the portfolio, ranked #168.

Spirepoint Private Client first reported a position in RMT in Q3 2025 and has held it in 4 quarters since. 108 funds tracked by Wall St. Rank hold RMT as of Q2 2026.

  • Spirepoint Private Client held 46,278 shares of Royce Micro-Cap Trust worth $678K as of Q2 2026.
  • Spirepoint Private Client sold 1,584 Royce Micro-Cap Trust shares in Q2 2026, an estimated $21.3K.
  • Royce Micro-Cap Trust made up 0.05% of Spirepoint Private Client's portfolio in Q2 2026, its #168 holding.
  • Spirepoint Private Client first reported a position in Royce Micro-Cap Trust in Q3 2025 and has held it in 4 quarters since.
  • 108 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.