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Royce Value Trust shares owned by Zacks Investment Management

Quarter-by-quarter ownership of Royce Value Trust (RVT) shares owned by Zacks Investment Management from 13F filings

Historical chart of Zacks Investment Management investment in Royce Value Trust

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

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Quarterly reported holdings in Royce Value Trust by Zacks Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $179k 11k 16.60
2010-12-31 $334k 23k 14.52

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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