Bay Rivers Group »

Royce Value Trust shares owned by Bay Rivers Group

Quarter-by-quarter ownership of Royce Value Trust (RVT) shares owned by Bay Rivers Group from 13F filings

Historical chart of Bay Rivers Group investment in Royce Value Trust

Tip: Access up to 7 years of quarterly data

All positions including Royce Value Trust held by Bay Rivers Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Royce Value Trust by Bay Rivers Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $434k 28k 15.70
2024-06-30 $316k 22k 14.47

More positions owned by Bay Rivers Group

Apple (AAPL)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Cl A (META)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Costco Wholesale Corporation (COST)
Vaneck Etf Trust Semiconductr Etf (SMH)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Bay Rivers Group

Top funds holding Royce Value Trust

Morgan Stanley
Bank of America Corporation
Raymond James Financial Services Advisors
Raymond James & Associates
Royal Bank of Canada
Wells Fargo & Company
LPL Financial
Advisors Asset Management
Stifel Financial
Lazard Asset Management
Blue Bell Private Wealth Management
Guggenheim Capital, LLC Managers
Janney Montgomery Scott
Waterfront Wealth
CNH Partners

View all funds holding Royce Value Trust