Center for Financial Planning, Inc.
Position in RVT — Royce Small-Cap Trust, Inc.
CIK 1803557
SOUTHFIED, MI
Position in RVT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$50,903
New position
Shares Held
2,756
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#172
of 208 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Center for Financial Planning, Inc. holds $3,557,928 across 17 Asset Management names. RVT ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
19,124 | $2,907,421 | |
| 2 | STT |
State Street Corp
|
800 | $135,680 | |
| 3 | BX |
Blackstone Inc.
|
640 | $75,308 | |
| 4 | AMP |
Ameriprise Financial Inc
|
137 | $62,850 | |
| 5 | RVT |
Royce Small-Cap Trust, Inc.
This page
|
2,756 | $50,903 | |
| 6 | APO |
Apollo Global Management, Inc.
|
372 | $44,011 | |
| 7 | OWL |
Blue Owl Capital Inc.
|
4,795 | $41,956 | |
| 8 | KF |
Korea Fund Inc
|
500 | $37,605 |
All Filings in RVT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,903 | 2,756 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||