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Royce Value Trust shares owned by Advisory Advocates

Quarter-by-quarter ownership of Royce Value Trust (RVT) shares owned by Advisory Advocates from 13F filings

Historical chart of Advisory Advocates investment in Royce Value Trust

Tip: Access up to 7 years of quarterly data

All positions including Royce Value Trust held by Advisory Advocates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Royce Value Trust by Advisory Advocates

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4M 87k 16.60
2025-12-31 $1.3M 80k 16.10

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View all positions for Advisory Advocates

Top funds holding Royce Value Trust

Morgan Stanley
Bank of America Corporation
Raymond James Financial
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
Penserra Capital Management
Stifel Financial
Janney Montgomery Scott
Blue Bell Private Wealth Management
Lazard Asset Management
Rivernorth Capital Management
UBS Group
Waterfront Wealth
Modern Wealth Management

View all funds holding Royce Value Trust