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Royce Value Trust shares owned by RMR Wealth Builders

Quarter-by-quarter ownership of Royce Value Trust (RVT) shares owned by RMR Wealth Builders from 13F filings

Historical chart of RMR Wealth Builders investment in Royce Value Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Royce Value Trust by RMR Wealth Builders

Quarter filed Position value Share count Share price at filing
2026-06-30 $242k 13k 18.47

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View all positions for RMR Wealth Builders

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
Shaker Financial Services
Rivernorth Capital Management
UBS Group
Waterfront Wealth

View all funds holding Royce Value Trust