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Royce Micro Capital Trust shares owned by Summit Financial

Quarter-by-quarter ownership of Royce Micro Capital Trust (RMT) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Royce Micro Capital Trust

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All positions including Royce Micro Capital Trust held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Royce Micro Capital Trust by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $150k 14k 10.39
2025-06-30 $134k 14k 9.25

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Top funds holding Royce Micro Capital Trust

Morgan Stanley
Saba Capital Management
Modern Wealth Management
UBS Group
Allspring Global Investments Holdings
Alexander Randolph Advisory
Shaker Financial Services
Rivernorth Capital Management
LPL Financial
Punch & Associates Investment Management
Wells Fargo & Company
Blue Bell Private Wealth Management
Flagship Harbor Advisors
Mraz, Amerine & Associates
Wolverine Asset Management

View all funds holding Royce Micro Capital Trust