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Royce Value Trust shares owned by Harbour Wealth Management Group

Quarter-by-quarter ownership of Royce Value Trust (RVT) shares owned by Harbour Wealth Management Group from 13F filings

Historical chart of Harbour Wealth Management Group investment in Royce Value Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Royce Value Trust by Harbour Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $312k 19k 16.10

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Wisdomtree Tr Us Midcap Divid (DON)
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Ea Series Trust Freedom 100 Em (FRDM)

View all positions for Harbour Wealth Management Group

Top funds holding Royce Value Trust

Raymond James Financial
LPL Financial
Royal Bank of Canada
Wells Fargo & Company
Saba Capital Management
Stifel Financial
Janney Montgomery Scott
Cornerstone Advisors
Blue Bell Private Wealth Management
Waterfront Wealth
UBS Group
Lazard Asset Management
Rivernorth Capital Management
Modern Wealth Management
Guggenheim Capital, LLC Managers

View all funds holding Royce Value Trust