SG
RGT

StoneX Group’s Royce Global Value Trust RGT Stock Holding History

StoneX Group’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
Q2 		$372K Buy
+26,174
New +$374K 0.02% 702

Other funds holding RGT

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

StoneX Group's RGT Position: Q2 2026 in Review

StoneX Group opened a new position in Royce Global Value Trust (RGT) in Q2 2026: 26,174 shares worth $372K. The stake represents 0.02% of the portfolio and ranks #702 among its holdings.

36 funds tracked by Wall St. Rank hold RGT as of Q2 2026.

  • StoneX Group held 26,174 shares of Royce Global Value Trust worth $372K as of Q2 2026.
  • Royce Global Value Trust was a new StoneX Group position in Q2 2026.
  • Royce Global Value Trust made up 0.02% of StoneX Group's portfolio in Q2 2026, its #702 holding.
  • 36 funds tracked by Wall St. Rank held Royce Global Value Trust as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.