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B. Riley Wealth Advisors’s RUM Group Inc RUM Stock Holding History

B. Riley Wealth Advisors’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
2025
Q4 		– Sell
-13,435
Closed -$97.3K – 1141
2025
Q3 		$97.3K Hold
13,435
– – ﹤0.01% 958
2025
Q2 		$121K Buy
+13,435
New +$115K 0.01% 943
2023
Q3 		– Sell
-503,545
Closed -$4.49M – 1611
2023
Q2 		$4.49M Sell
503,545
-500
-0.1% -$4.71K 0.1% 203
2023
Q1 		$5.04M Buy
+504,045
New +$4.54M 0.13% 172
2022
Q2 		– Sell
-12,300
Closed -$147K – 1367
2022
Q1 		$147K Buy
+12,300
New +$153K ﹤0.01% 1256

Other funds holding RUM

CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

B. Riley Wealth Advisors's RUM Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of RUM Group Inc (RUM) in Q4 2025, closing a stake of 13,435 shares — an estimated $97.3K sold.

B. Riley Wealth Advisors first reported a position in RUM in Q1 2022 and held it in 5 quarters. The position peaked at $5.04M in Q1 2023. 214 funds tracked by Wall St. Rank hold RUM as of Q4 2025.

  • B. Riley Wealth Advisors reported no remaining RUM Group Inc position as of Q4 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 13,435 RUM Group Inc shares in Q4 2025, an estimated $97.3K.
  • B. Riley Wealth Advisors first reported a position in RUM Group Inc in Q1 2022 and held it in 5 quarters.
  • B. Riley Wealth Advisors's RUM Group Inc position peaked at $5.04M in Q1 2023.
  • 214 funds tracked by Wall St. Rank held RUM Group Inc as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.