EP Wealth Advisors’s RUM Group Inc RUM Stock Holding History

EP Wealth 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	$151K	Buy	23,756 +5,803	+32%	+$41.2K	﹤0.01%	1590
2026 Q1	$91.6K	Buy	+17,953	New	+$103K	﹤0.01%	1468

Other funds holding RUM

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

EP Wealth Advisors's RUM Position: Q2 2026 in Review

EP Wealth Advisors increased its RUM Group Inc (RUM) stake by 32% in Q2 2026, buying an estimated $41.2K and bringing the position to 23,756 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

EP Wealth Advisors first reported a position in RUM in Q1 2026 and has held it in 2 quarters since. 228 funds tracked by Wall St. Rank hold RUM as of Q2 2026.

EP Wealth Advisors held 23,756 shares of RUM Group Inc worth $151K as of Q2 2026.
EP Wealth Advisors bought 5,803 RUM Group Inc shares in Q2 2026, an estimated $41.2K.
RUM Group Inc made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1590 holding.
EP Wealth Advisors first reported a position in RUM Group Inc in Q1 2026 and has held it in 2 quarters since.
228 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.