Triumph Capital Management’s Royce Value Trust RVT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$951K Buy
57,270
+3,903
+7% +$67.8K 0.19% 115
2025
Q4
$859K Buy
53,367
+2,333
+5% +$37.4K 0.19% 112
2025
Q3
$823K Buy
51,034
+716
+1% +$11.2K 0.22% 100
2025
Q2
$757K Sell
50,318
-12,310
-20% -$177K 0.23% 105
2025
Q1
$892K Buy
62,628
+4,502
+8% +$69.8K 0.3% 81
2024
Q4
$918K Sell
58,126
-675
-1% -$10.8K 0.31% 73
2024
Q3
$923K Buy
58,801
+17,031
+41% +$258K 0.33% 67
2024
Q2
$604K Buy
+41,770
New +$608K 0.24% 100

Other funds holding RVT