Bank of Montreal
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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
-29,400
Closed -$382K – 3706
2024
Q4 		$382K Hold
29,400
– – ﹤0.01% 2401
2024
Q3 		$158K Hold
29,400
– – ﹤0.01% 3113
2024
Q2 		$164K Hold
29,400
– – ﹤0.01% 3070
2024
Q1 		$249K Buy
+29,400
New +$190K ﹤0.01% 2907

Other funds holding RUM

CF
Cantor Fitzgerald New York $6.78B AUM 28.97% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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.