Commonwealth Equity Services
RUM icon

Commonwealth Equity Services’s RUM Group Inc RUM Stock Holding History

Commonwealth Equity Services’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 		$193K Sell
25,480
-3,386
-12% -$25K ﹤0.01% 4100
2026
Q2 		$183K Sell
28,866
-14,001
-33% -$99.5K ﹤0.01% 4154
2026
Q1 		$219K Buy
42,867
+671
+2% +$3.85K ﹤0.01% 3924
2025
Q4 		$267K Sell
42,196
-1,671
-4% -$11.5K ﹤0.01% 3755
2025
Q3 		$318K Buy
43,867
+4,655
+12% +$38K ﹤0.01% 3586
2025
Q2 		$352K Sell
39,212
-22,292
-36% -$191K ﹤0.01% 3453
2025
Q1 		$435K Buy
61,504
+29,330
+91% +$306K ﹤0.01% 3139
2024
Q4 		$419K Sell
32,174
-25,931
-45% -$184K ﹤0.01% 3116
2024
Q3 		$311K Sell
58,105
-7,800
-12% -$45.9K ﹤0.01% 3319
2024
Q2 		$366K Buy
65,905
+1,093
+2% +$7.04K ﹤0.01% 3115
2024
Q1 		$524K Sell
64,812
-1,236
-2% -$7.98K ﹤0.01% 2781
2023
Q4 		$297K Sell
66,048
-1,466
-2% -$7.15K ﹤0.01% 3189
2023
Q3 		$344K Sell
67,514
-10,682
-14% -$79.8K ﹤0.01% 2905
2023
Q2 		$698K Sell
78,196
-1,405
-2% -$13.2K ﹤0.01% 2360
2023
Q1 		$796K Sell
79,601
-2,068
-3% -$18.6K ﹤0.01% 2204
2022
Q4 		$485K Buy
81,669
+5,452
+7% +$52.3K ﹤0.01% 2502
2022
Q3 		$933K Buy
76,217
+10,891
+17% +$119K ﹤0.01% 1948
2022
Q2 		$651K Buy
65,326
+4,739
+8% +$51.7K ﹤0.01% 2225
2022
Q1 		$719K Buy
60,587
+44,946
+287% +$558K ﹤0.01% 2245
2021
Q4 		$169K Buy
+15,641
New +$165K ﹤0.01% 3348

Other funds holding RUM

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return
Arizona State Retirement System
Arizona State Retirement System Phoenix, Arizona $20.3B AUM 36.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Commonwealth Equity Services's RUM Position: Q3 2026 in Review

Commonwealth Equity Services reduced its RUM Group Inc (RUM) stake by 12% in Q3 2026, selling an estimated $25K and leaving 25,480 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #4100.

Commonwealth Equity Services first reported a position in RUM in Q4 2021 and has held it in 20 quarters since. The position peaked at $933K in Q3 2022. 85 funds tracked by Wall St. Rank hold RUM as of Q3 2026.

  • Commonwealth Equity Services held 25,480 shares of RUM Group Inc worth $193K as of Q3 2026.
  • Commonwealth Equity Services sold 3,386 RUM Group Inc shares in Q3 2026, an estimated $25K.
  • RUM Group Inc made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #4100 holding.
  • Commonwealth Equity Services first reported a position in RUM Group Inc in Q4 2021 and has held it in 20 quarters since.
  • Commonwealth Equity Services's RUM Group Inc position peaked at $933K in Q3 2022.
  • 85 funds tracked by Wall St. Rank held RUM Group Inc as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.