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Royce Value Trust shares owned by Clean Yield Group

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

Historical chart of Clean Yield Group investment in Royce Value Trust

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

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Quarterly reported holdings in Royce Value Trust by Clean Yield Group

Quarter filed Position value Share count Share price at filing
2026-09-30 $198k 12k 17.13

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Top funds holding Royce Value Trust

Bank of America Corporation
Raymond James Financial
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
Penserra Capital Management
Saba Capital Management
Stifel Financial
Janney Montgomery Scott
Blue Bell Private Wealth Management
Lazard Asset Management
Rivernorth Capital Management
Shaker Financial Services
Waterfront Wealth
Advisor Group Holdings

View all funds holding Royce Value Trust