Bank of Montreal’s RUM Group Inc RUM Stock Holding History

Bank of Montreal’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 Q1	–	Sell	-30,000	Closed	-$390K	–	3704
2024 Q4	$390K	Sell	30,000 -50,000	-63%	-$356K	﹤0.01%	2385
2024 Q3	$430K	Hold	80,000	–	–	﹤0.01%	2519
2024 Q2	$447K	Buy	+80,000	New	+$515K	﹤0.01%	2467

Other funds holding RUM

Cantor Fitzgerald New York $6.78B AUM 28.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal's RUM Position: Q1 2026 in Review

Bank of Montreal sold out of RUM Group Inc (RUM) in Q1 2026, closing a stake of 25,470 shares — an estimated $161K sold.

Bank of Montreal first reported a position in RUM in Q1 2024 and held it in 5 quarters. The position peaked at $249K in Q1 2024. 204 funds tracked by Wall St. Rank hold RUM as of Q1 2026.

Bank of Montreal reported no remaining RUM Group Inc position as of Q1 2026 after selling out during the quarter.
Bank of Montreal sold 25,470 RUM Group Inc shares in Q1 2026, an estimated $161K.
Bank of Montreal first reported a position in RUM Group Inc in Q1 2024 and held it in 5 quarters.
Bank of Montreal's RUM Group Inc position peaked at $249K in Q1 2024.
204 funds tracked by Wall St. Rank held RUM Group Inc as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.