AF
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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
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 $6.78B AUM 29.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return