Empirical Wealth Management’s RUM Group Inc RUM Stock Holding History

Empirical Wealth Management’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	$63.4K	Sell	10,000 -298	-3%	-$2.12K	﹤0.01%	1051
2026 Q1	$52.5K	Buy	10,298 +298	+3%	+$1.71K	﹤0.01%	983
2025 Q4	$63.2K	Hold	10,000	–	–	﹤0.01%	891
2025 Q3	$72.4K	Hold	10,000	–	–	﹤0.01%	786
2025 Q2	$89.8K	Hold	10,000	–	–	﹤0.01%	677
2025 Q1	$70.7K	Hold	10,000	–	–	﹤0.01%	642
2024 Q4	$130K	Hold	10,000	–	–	﹤0.01%	594
2024 Q3	$53.6K	Buy	+10,000	New	+$58.9K	﹤0.01%	564

Other funds holding RUM

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Empirical Wealth Management's RUM Position: Q2 2026 in Review

Empirical Wealth Management reduced its RUM Group Inc (RUM) stake by 2.9% in Q2 2026, selling an estimated $2.12K and leaving 10,000 shares worth $63.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Empirical Wealth Management first reported a position in RUM in Q3 2024 and has held it in 8 quarters since. The position peaked at $130K in Q4 2024. 62 funds tracked by Wall St. Rank hold RUM as of Q2 2026.

Empirical Wealth Management held 10,000 shares of RUM Group Inc worth $63.4K as of Q2 2026.
Empirical Wealth Management sold 298 RUM Group Inc shares in Q2 2026, an estimated $2.12K.
RUM Group Inc made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #1051 holding.
Empirical Wealth Management first reported a position in RUM Group Inc in Q3 2024 and has held it in 8 quarters since.
Empirical Wealth Management's RUM Group Inc position peaked at $130K in Q4 2024.
62 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.