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Bartlett & Co Wealth Management’s RUM Group Inc RUM Stock Holding History

Bartlett & Co Wealth Management’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 		$8.08K Hold
1,275
– – ﹤0.01% 1021
2026
Q1 		$9.05K Hold
1,275
– – ﹤0.01% 937
2025
Q4 		$8.06K Hold
1,275
– – ﹤0.01% 954
2025
Q3 		$9.23K Hold
1,275
– – ﹤0.01% 930
2025
Q2 		$11.4K Hold
1,275
– – ﹤0.01% 906
2025
Q1 		$9.01K Hold
1,275
– – ﹤0.01% 923
2024
Q4 		$16.6K Hold
1,275
– – ﹤0.01% 836
2024
Q3 		$6.83K Hold
1,275
– – ﹤0.01% 950
2024
Q2 		$7.08K Hold
1,275
– – ﹤0.01% 955
2024
Q1 		$10.3K Buy
+1,275
New +$8.23K ﹤0.01% 907

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

Bartlett & Co Wealth Management's RUM Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its RUM Group Inc (RUM) position steady in Q2 2026 at 1,275 shares worth $8.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Bartlett & Co Wealth Management first reported a position in RUM in Q1 2024 and has held it in 10 quarters since. The position peaked at $16.6K in Q4 2024. 228 funds tracked by Wall St. Rank hold RUM as of Q2 2026.

  • Bartlett & Co Wealth Management held 1,275 shares of RUM Group Inc worth $8.08K as of Q2 2026.
  • Bartlett & Co Wealth Management left its RUM Group Inc share count unchanged in Q2 2026.
  • RUM Group Inc made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1021 holding.
  • Bartlett & Co Wealth Management first reported a position in RUM Group Inc in Q1 2024 and has held it in 10 quarters since.
  • Bartlett & Co Wealth Management's RUM Group Inc position peaked at $16.6K in Q4 2024.
  • 228 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.