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Wedmont Private Capital’s Royce Micro-Cap Trust RMT Stock Holding History

Wedmont Private Capital’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
Q3 		$180K Sell
13,642
-244
-2% -$3.39K ﹤0.01% 977
2026
Q2 		$196K Hold
13,886
– – 0.01% 927
2026
Q1 		$167K Buy
+13,886
New +$161K 0.01% 821

Other funds holding RMT

SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
LWM
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

Wedmont Private Capital's RMT Position: Q3 2026 in Review

Wedmont Private Capital reduced its Royce Micro-Cap Trust (RMT) stake by 1.8% in Q3 2026, selling an estimated $3.39K and leaving 13,642 shares worth $180K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Wedmont Private Capital first reported a position in RMT in Q1 2026 and has held it in 3 quarters since. The position peaked at $196K in Q2 2026. 10 funds tracked by Wall St. Rank hold RMT as of Q3 2026.

  • Wedmont Private Capital held 13,642 shares of Royce Micro-Cap Trust worth $180K as of Q3 2026.
  • Wedmont Private Capital sold 244 Royce Micro-Cap Trust shares in Q3 2026, an estimated $3.39K.
  • Royce Micro-Cap Trust made up ﹤0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #977 holding.
  • Wedmont Private Capital first reported a position in Royce Micro-Cap Trust in Q1 2026 and has held it in 3 quarters since.
  • Wedmont Private Capital's Royce Micro-Cap Trust position peaked at $196K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.