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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
Q1 		$91.6K Buy
+17,953
New +$103K ﹤0.01% 1468

Other funds holding RUM

CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EP Wealth Advisors's RUM Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in RUM Group Inc (RUM) in Q1 2026: 17,953 shares worth $91.6K. The stake represents ﹤0.01% of the portfolio and ranks #1468 among its holdings.

204 funds tracked by Wall St. Rank hold RUM as of Q1 2026.

  • EP Wealth Advisors held 17,953 shares of RUM Group Inc worth $91.6K as of Q1 2026.
  • RUM Group Inc was a new EP Wealth Advisors position in Q1 2026.
  • RUM Group Inc made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1468 holding.
  • 204 funds tracked by Wall St. Rank held RUM Group Inc as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.