Carolina Wealth Advisors’s RUM Group Inc RUM Stock Holding History

Carolina 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
2026 Q2	$254	Hold	40	–	–	﹤0.01%	275
2026 Q1	$204	Hold	40	–	–	﹤0.01%	274
2025 Q4	$253	Hold	40	–	–	﹤0.01%	263
2025 Q3	$290	Hold	40	–	–	﹤0.01%	216
2025 Q2	$359	Hold	40	–	–	﹤0.01%	255
2025 Q1	$283	Hold	40	–	–	﹤0.01%	271
2024 Q4	$520	Hold	40	–	–	﹤0.01%	276
2024 Q3	$214	Hold	40	–	–	﹤0.01%	327
2024 Q2	$222	Hold	40	–	–	﹤0.01%	214
2024 Q1	$323	Hold	40	–	–	﹤0.01%	209
2023 Q4	$179	Hold	40	–	–	﹤0.01%	241
2023 Q3	$204	Hold	40	–	–	﹤0.01%	256
2023 Q2	$357	Hold	40	–	–	﹤0.01%	240
2023 Q1	$400	Hold	40	–	–	﹤0.01%	252
2022 Q4	$0	Hold	40	–	–	﹤0.01%	257
2022 Q3	$0	Buy	+40	New	+$438	﹤0.01%	272

Other funds holding RUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Carolina Wealth Advisors's RUM Position: Q2 2026 in Review

Carolina Wealth Advisors held its RUM Group Inc (RUM) position steady in Q2 2026 at 40 shares worth $254. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Carolina Wealth Advisors first reported a position in RUM in Q3 2022 and has held it in 16 quarters since. The position peaked at $520 in Q4 2024. 28 funds tracked by Wall St. Rank hold RUM as of Q2 2026.

Carolina Wealth Advisors held 40 shares of RUM Group Inc worth $254 as of Q2 2026.
Carolina Wealth Advisors left its RUM Group Inc share count unchanged in Q2 2026.
RUM Group Inc made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #275 holding.
Carolina Wealth Advisors first reported a position in RUM Group Inc in Q3 2022 and has held it in 16 quarters since.
Carolina Wealth Advisors's RUM Group Inc position peaked at $520 in Q4 2024.
28 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.