Position in RGT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$611,904
+$306,588 QoQ
Shares Held
43,001
+88.2% QoQ
Ownership
0.655%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#12
of 36 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RGT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Beckerman Institutional, LLC holds $7,115,742 across 9 Asset Management names. RGT ranks #5 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BCV |
Bancroft Fund Ltd
|
72,888 | $1,894,359 | |
| 2 | TY |
TRI-CONTINENTAL Corp
|
40,036 | $1,378,039 | |
| 3 | GGZ |
Gabelli Global Small & Mid Cap Value Trust
|
57,321 | $933,185 | |
| 4 | NFJ |
Virtus Dividend, Interest & Premium Strategy Fund
|
54,945 | $834,614 | |
| 5 | RGT |
Royce Global Trust, Inc.
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|
43,001 | $611,904 | |
| 6 | PNI |
Pimco New York Municipal Income Fund II
|
75,711 | $536,790 | |
| 7 | ECAT |
BlackRock ESG Capital Allocation Term Trust
|
34,099 | $536,036 | |
| 8 | BX |
Blackstone Inc.
|
1,885 | $221,807 |
All Filings in RGT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $611,904 | 43,001 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $305,316 | 22,853 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $169,001 | 12,891 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $166,938 | 12,891 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $155,078 | 12,891 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $135,355 | 12,891 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $138,191 | 12,891 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $149,535 | 12,891 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||