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Shaker Financial Services, LLC → RMT
Shaker Financial Services, LLC RMT Position History
Royce Micro-Cap Trust, Inc. • Financial Services
Quarters held
5
Latest value
$3.1M
Q3 2026
Peak value
$9.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.4M |
| Q4 2025 | $8.7M |
| Q1 2026 | $4.5M |
| Q2 2026 | $4.2M |
| Q3 2026 | $3.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.1M | 233.3K | — | — |
| Q2 2026 | $4.2M | 287.8K | — | — |
| Q1 2026 | $4.5M | 396.4K | — | — |
| Q4 2025 | $8.7M | 829.7K | — | — |
| Q3 2025 | $9.4M | 909.1K | — | — |
Other funds holding RMT
$37.1M
$29.7M
$27.7M
$26.8M