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Royce Value Trust shares owned by Fortem Financial Group

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

Historical chart of Fortem Financial Group investment in Royce Value Trust

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

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Quarterly reported holdings in Royce Value Trust by Fortem Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $289k 17k 16.60

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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