Creative Planning
RUM icon

Creative Planning’s RUM Group Inc RUM Stock Holding History

Creative Planning’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 		$475K Buy
74,958
+22,405
+43% +$159K ﹤0.01% 3228
2026
Q1 		$268K Sell
52,553
-4,026
-7% -$23.1K ﹤0.01% 3505
2025
Q4 		$358K Buy
56,579
+31,397
+125% +$215K ﹤0.01% 3120
2025
Q3 		$182K Buy
25,182
+6,664
+36% +$54.5K ﹤0.01% 3526
2025
Q2 		$166K Sell
18,518
-1,216
-6% -$10.4K ﹤0.01% 3295
2025
Q1 		$140K Sell
19,734
-1,185
-6% -$12.4K ﹤0.01% 3180
2024
Q4 		$272K Buy
20,919
+10,670
+104% +$75.9K ﹤0.01% 2743
2024
Q3 		$54.9K Sell
10,249
-110
-1% -$648 ﹤0.01% 3088
2024
Q2 		$57.5K Buy
10,359
+347
+3% +$2.23K ﹤0.01% 2915
2024
Q1 		$80.9K Buy
+10,012
New +$64.6K ﹤0.01% 2732
2023
Q4 		– Sell
-188
Closed -$959 – 3039
2023
Q3 		$959 Buy
+188
New +$1.41K ﹤0.01% 2836
2022
Q4 		– Sell
-15,630
Closed -$191K – 2591
2022
Q3 		$191K Buy
+15,630
New +$171K ﹤0.01% 1923

Other funds holding RUM

CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning's RUM Position: Q2 2026 in Review

Creative Planning increased its RUM Group Inc (RUM) stake by 43% in Q2 2026, buying an estimated $159K and bringing the position to 74,958 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #3228.

Creative Planning first reported a position in RUM in Q3 2022 and has held it in 12 quarters since. 228 funds tracked by Wall St. Rank hold RUM as of Q2 2026.

  • Creative Planning held 74,958 shares of RUM Group Inc worth $475K as of Q2 2026.
  • Creative Planning bought 22,405 RUM Group Inc shares in Q2 2026, an estimated $159K.
  • RUM Group Inc made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3228 holding.
  • Creative Planning first reported a position in RUM Group Inc in Q3 2022 and has held it in 12 quarters since.
  • 228 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.