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Royce Value Trust shares owned by Belpointe Asset Management

Quarter-by-quarter ownership of Royce Value Trust (RVT) shares owned by Belpointe Asset Management from 13F filings

Historical chart of Belpointe Asset Management investment in Royce Value Trust

Tip: Access up to 7 years of quarterly data

All positions including Royce Value Trust held by Belpointe Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Royce Value Trust by Belpointe Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $793k 48k 16.60
2025-09-30 $177k 11k 16.13
2025-03-31 $192k 14k 14.24

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View all positions for Belpointe Asset Management

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