Blue Trust Inc’s RUM Group Inc RUM Stock Holding History

Blue Trust Inc’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 Q3	$7.56K	Sell	1,000 -1,000	-50%	-$7.39K	﹤0.01%	1766
2026 Q2	$12.7K	Hold	2,000	–	–	﹤0.01%	1791
2026 Q1	$10.2K	Hold	2,000	–	–	﹤0.01%	1840
2025 Q4	$12.6K	Hold	2,000	–	–	﹤0.01%	1805
2025 Q3	$14.5K	Hold	2,000	–	–	﹤0.01%	1761
2025 Q2	$18K	Hold	2,000	–	–	﹤0.01%	1714
2025 Q1	$14.1K	Hold	2,000	–	–	﹤0.01%	1763
2024 Q4	$26K	Sell	2,000 -2,000	-50%	-$14.2K	﹤0.01%	1532
2024 Q3	$22.2K	Hold	4,000	–	–	﹤0.01%	1901
2024 Q2	$32.3K	Hold	4,000	–	–	﹤0.01%	1460
2024 Q1	$32.3K	Buy	4,000 +1,000	+33%	+$6.46K	﹤0.01%	1068
2023 Q4	$15K	Buy	3,000 +1,000	+50%	+$4.88K	﹤0.01%	1437
2023 Q3	$18K	Buy	2,000 +500	+33%	+$3.74K	﹤0.01%	1215
2023 Q2	$15K	Buy	1,500 +500	+50%	+$4.71K	﹤0.01%	1169
2023 Q1	$6K	Hold	1,000	–	–	﹤0.01%	1756
2022 Q4	$12K	Hold	1,000	–	–	﹤0.01%	1481
2022 Q3	$10K	Buy	+1,000	New	+$11K	﹤0.01%	1347

Other funds holding RUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Blue Trust Inc's RUM Position: Q3 2026 in Review

Blue Trust Inc reduced its RUM Group Inc (RUM) stake by 50% in Q3 2026, selling an estimated $7.39K and leaving 1,000 shares worth $7.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1766.

Blue Trust Inc first reported a position in RUM in Q3 2022 and has held it in 17 quarters since. The position peaked at $32.3K in Q2 2024. 23 funds tracked by Wall St. Rank hold RUM as of Q3 2026.

Blue Trust Inc held 1,000 shares of RUM Group Inc worth $7.56K as of Q3 2026.
Blue Trust Inc sold 1,000 RUM Group Inc shares in Q3 2026, an estimated $7.39K.
RUM Group Inc made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1766 holding.
Blue Trust Inc first reported a position in RUM Group Inc in Q3 2022 and has held it in 17 quarters since.
Blue Trust Inc's RUM Group Inc position peaked at $32.3K in Q2 2024.
23 funds tracked by Wall St. Rank held RUM Group Inc as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.