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CoreCap Advisors’s RUM Group Inc RUM Stock Holding History

CoreCap 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 		$68.2K Hold
10,750
– – ﹤0.01% 1269
2026
Q1 		$54.8K Buy
10,750
+250
+2% +$1.44K ﹤0.01% 1261
2025
Q4 		$66.4K Sell
10,500
-1,011
-9% -$6.93K ﹤0.01% 1195
2025
Q3 		$83.3K Buy
11,511
+818
+8% +$6.68K ﹤0.01% 1108
2025
Q2 		$96K Hold
10,693
– – ﹤0.01% 994
2025
Q1 		$75.6K Hold
10,693
– – ﹤0.01% 1004
2024
Q4 		$139K Sell
10,693
-7,717
-42% -$54.9K 0.01% 814
2024
Q3 		$98.7K Sell
18,410
-64
-0.3% -$377 ﹤0.01% 918
2024
Q2 		$102K Hold
18,474
– – 0.01% 494
2024
Q1 		$149K Buy
18,474
+150
+0.8% +$968 0.01% 706
2023
Q4 		$82.3K Sell
18,324
-1,081
-6% -$5.27K 0.01% 588
2023
Q3 		$99K Buy
19,405
+6,000
+45% +$44.8K 0.01% 536
2023
Q2 		$120K Buy
+13,405
New +$126K 0.01% 558
2022
Q4 		$115K Buy
+19,405
New +$186K 0.01% 685
2022
Q1 		– Sell
-200
Closed -$2K – 1765
2021
Q4 		$2K Buy
+200
New +$2.11K ﹤0.01% 1992

Other funds holding RUM

Handelsbanken Fonder
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
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
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
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CoreCap Advisors's RUM Position: Q2 2026 in Review

CoreCap Advisors held its RUM Group Inc (RUM) position steady in Q2 2026 at 10,750 shares worth $68.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

CoreCap Advisors first reported a position in RUM in Q4 2021 and has held it in 15 quarters since. The position peaked at $149K in Q1 2024. 25 funds tracked by Wall St. Rank hold RUM as of Q2 2026.

  • CoreCap Advisors held 10,750 shares of RUM Group Inc worth $68.2K as of Q2 2026.
  • CoreCap Advisors left its RUM Group Inc share count unchanged in Q2 2026.
  • RUM Group Inc made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1269 holding.
  • CoreCap Advisors first reported a position in RUM Group Inc in Q4 2021 and has held it in 15 quarters since.
  • CoreCap Advisors's RUM Group Inc position peaked at $149K in Q1 2024.
  • 25 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.