Wedmont Private Capital
RVT icon

Wedmont Private Capital’s Royce Value Trust RVT Stock Holding History

Wedmont Private Capital’s Portfolio RVT Stock Details RVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$182K Sell
10,840
-183
-2% -$3.33K ﹤0.01% 976
2026
Q2 		$200K Hold
11,023
– – 0.01% 925
2026
Q1 		$193K Buy
+11,023
New +$191K 0.01% 814

Other funds holding RVT

SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
WCM
Whitener Capital Management Rocky Mount, North Carolina $501M AUM 24.72% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

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

Wedmont Private Capital reduced its Royce Value Trust (RVT) stake by 1.7% in Q3 2026, selling an estimated $3.33K and leaving 10,840 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #976.

Wedmont Private Capital first reported a position in RVT in Q1 2026 and has held it in 3 quarters since. The position peaked at $200K in Q2 2026. 23 funds tracked by Wall St. Rank hold RVT as of Q3 2026.

  • Wedmont Private Capital held 10,840 shares of Royce Value Trust worth $182K as of Q3 2026.
  • Wedmont Private Capital sold 183 Royce Value Trust shares in Q3 2026, an estimated $3.33K.
  • Royce Value Trust made up ﹤0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #976 holding.
  • Wedmont Private Capital first reported a position in Royce Value Trust in Q1 2026 and has held it in 3 quarters since.
  • Wedmont Private Capital's Royce Value Trust position peaked at $200K in Q2 2026.
  • 23 funds tracked by Wall St. Rank held Royce Value Trust as of Q3 2026.

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