TI
RGT

Tidal Investments’s Royce Global Value Trust RGT Stock Holding History

Tidal Investments’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
Q1 		$387K Buy
+28,996
New +$403K ﹤0.01% 1939

Other funds holding RGT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Tidal Investments's RGT Position: Q1 2026 in Review

Tidal Investments opened a new position in Royce Global Value Trust (RGT) in Q1 2026: 28,996 shares worth $387K. The stake represents ﹤0.01% of the portfolio and ranks #1939 among its holdings.

34 funds tracked by Wall St. Rank hold RGT as of Q1 2026.

  • Tidal Investments held 28,996 shares of Royce Global Value Trust worth $387K as of Q1 2026.
  • Royce Global Value Trust was a new Tidal Investments position in Q1 2026.
  • Royce Global Value Trust made up ﹤0.01% of Tidal Investments's portfolio in Q1 2026, its #1939 holding.
  • 34 funds tracked by Wall St. Rank held Royce Global Value Trust as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.