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Cornerstone Planning Group’s RUM Group Inc RUM Stock Holding History

Cornerstone Planning Group’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 		$2.08K Hold
338
– – ﹤0.01% 1320
2026
Q1 		$2.47K Buy
338
+49
+17% +$281 ﹤0.01% 1255
2025
Q4 		$1.72K Buy
289
+236
+445% +$1.62K ﹤0.01% 1221
2025
Q3 		$455 Sell
53
-236
-82% -$1.93K ﹤0.01% 1501
2025
Q2 		$2.42K Hold
289
– – ﹤0.01% 887
2025
Q1 		$2.29K Hold
289
– – ﹤0.01% 953
2024
Q4 		$3.57K Buy
+289
New +$2.06K ﹤0.01% 653

Other funds holding RUM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cornerstone Planning Group's RUM Position: Q2 2026 in Review

Cornerstone Planning Group held its RUM Group Inc (RUM) position steady in Q2 2026 at 338 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

Cornerstone Planning Group first reported a position in RUM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.57K in Q4 2024. 108 funds tracked by Wall St. Rank hold RUM as of Q2 2026.

  • Cornerstone Planning Group held 338 shares of RUM Group Inc worth $2.08K as of Q2 2026.
  • Cornerstone Planning Group left its RUM Group Inc share count unchanged in Q2 2026.
  • RUM Group Inc made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1320 holding.
  • Cornerstone Planning Group first reported a position in RUM Group Inc in Q4 2024 and has held it in 7 quarters since.
  • Cornerstone Planning Group's RUM Group Inc position peaked at $3.57K in Q4 2024.
  • 108 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.