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Royce Value Trust shares owned by Community Fin'l Svs

Quarter-by-quarter ownership of Royce Value Trust (RVT) shares owned by Community Fin'l Svs from 13F filings

Historical chart of Community Fin'l Svs investment in Royce Value Trust

Tip: Access up to 7 years of quarterly data

All positions including Royce Value Trust held by Community Fin'l Svs consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Royce Value Trust by Community Fin'l Svs

Quarter filed Position value Share count Share price at filing
2026-03-31 $67k 3.9k 16.98

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Top funds holding Royce Value Trust

Raymond James Financial
LPL Financial
Wells Fargo & Company
Saba 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
Guggenheim Capital, LLC Managers
Advisors Asset Management
Advisor Group Holdings

View all funds holding Royce Value Trust