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Royce Value Trust shares owned by Wedmont Private Capital

Quarter-by-quarter ownership of Royce Value Trust (RVT) shares owned by Wedmont Private Capital from 13F filings

Historical chart of Wedmont Private Capital investment in Royce Value Trust

Tip: Access up to 7 years of quarterly data

All positions including Royce Value Trust held by Wedmont Private Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Royce Value Trust by Wedmont Private Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $193k 11k 17.47

More positions owned by Wedmont Private Capital

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
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Ishares Tr Core Msci Eafe (IEFA)
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Microsoft Corporation (MSFT)

View all positions for Wedmont Private Capital

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