CUSIP 780905840
ROYCE FD PENN MUT INV
2 institutions · $263.1K total · 30,198 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Williams Jones Wealth Management, LLC. | 15,040 | $139.0K | 49.80% | 2025-12-31 |
| 2 | Montecito Bank & Trust | 15,158 | $124.1K | 50.19% | 2025-03-31 |