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Allworth Financial’s RUM Group Inc RUM Stock Holding History

Allworth Financial’s Portfolio RUM Stock Details RUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.4K Sell
2,116
-1,224
-37% -$8.7K ﹤0.01% 3515
2026
Q1 		$17K Buy
3,340
+1,906
+133% +$10.9K ﹤0.01% 3105
2025
Q4 		$9.06K Sell
1,434
-149
-9% -$1.02K ﹤0.01% 3332
2025
Q3 		$11.5K Buy
1,583
+288
+22% +$2.35K ﹤0.01% 3062
2025
Q2 		$11.6K Hold
1,295
– – ﹤0.01% 2826
2025
Q1 		$10.7K Hold
1,295
– – ﹤0.01% 2402
2024
Q4 		$16.3K Sell
1,295
-450
-26% -$3.2K ﹤0.01% 2217
2024
Q3 		$9.35K Buy
1,745
+450
+35% +$2.65K ﹤0.01% 2288
2024
Q2 		$8.4K Hold
1,295
– – ﹤0.01% 2293
2024
Q1 		$10.5K Buy
1,295
+100
+8% +$645 ﹤0.01% 2092
2023
Q4 		$5.37K Hold
1,195
– – ﹤0.01% 2247
2023
Q3 		$6.09K Hold
1,195
– – ﹤0.01% 2027
2023
Q2 		$10.7K Sell
1,195
-1,000
-46% -$9.42K ﹤0.01% 1842
2023
Q1 		$21.9K Buy
2,195
+2,000
+1,026% +$18K ﹤0.01% 1399
2022
Q4 		$1.16K Hold
195
– – ﹤0.01% 2424
2022
Q3 		$2K Hold
195
– – ﹤0.01% 2213
2022
Q2 		$2K Hold
195
– – ﹤0.01% 2027
2022
Q1 		$2K Hold
195
– – ﹤0.01% 1819
2021
Q4 		$2K Buy
+195
New +$2.06K ﹤0.01% 1745

Other funds holding RUM

CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Allworth Financial's RUM Position: Q2 2026 in Review

Allworth Financial reduced its RUM Group Inc (RUM) stake by 37% in Q2 2026, selling an estimated $8.7K and leaving 2,116 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3515.

Allworth Financial first reported a position in RUM in Q4 2021 and has held it in 19 quarters since. The position peaked at $21.9K in Q1 2023. 227 funds tracked by Wall St. Rank hold RUM as of Q2 2026.

  • Allworth Financial held 2,116 shares of RUM Group Inc worth $13.4K as of Q2 2026.
  • Allworth Financial sold 1,224 RUM Group Inc shares in Q2 2026, an estimated $8.7K.
  • RUM Group Inc made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3515 holding.
  • Allworth Financial first reported a position in RUM Group Inc in Q4 2021 and has held it in 19 quarters since.
  • Allworth Financial's RUM Group Inc position peaked at $21.9K in Q1 2023.
  • 227 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.