MCCARTER PRIVATE WEALTH SERVICES LLC
Position in RVT — Royce Small-Cap Trust, Inc.
CIK 2036922
Boston, MA
Position in RVT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$614,532
+$18,510 QoQ
Shares Held
37,020
0.0% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RVT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MCCARTER PRIVATE WEALTH SERVICES LLC holds $2,596,484 across 6 Asset Management names. RVT ranks #1 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RVT |
Royce Small-Cap Trust, Inc.
This page
|
37,020 | $614,532 | |
| 2 | BXSL |
Blackstone Secured Lending Fund
|
23,884 | $565,811 | |
| 3 | AMP |
Ameriprise Financial Inc
|
1,080 | $479,952 | |
| 4 | CPZ |
Calamos Long/Short Equity & Dynamic Income Trust
|
30,991 | $420,547 | |
| 5 | BX |
Blackstone Inc.
|
2,896 | $333,011 | |
| 6 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
13,360 | $182,631 |
All Filings in RVT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $614,532 | 37,020 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $596,022 | 37,020 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $725,301 | 44,966 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $185,416 | 12,320 | Shares | Other | 2025-08-04 | |
| 2024-12-31 | $212,541 | 13,452 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $190,315 | 12,122 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||