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Essential Partners’s RUM Group Inc RUM Stock Holding History

Essential Partners’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
Q3 		$174 Sell
23
-6
-21% -$44 ﹤0.01% 2624
2026
Q2 		$184 Sell
29
-737
-96% -$5.24K ﹤0.01% 2654
2026
Q1 		$3.91K Buy
+766
New +$4.4K ﹤0.01% 1701
2025
Q3 		– Sell
-63
Closed -$566 – 2768
2025
Q2 		$566 Buy
+63
New +$539 ﹤0.01% 1666

Other funds holding RUM

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TAM
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Essential Partners's RUM Position: Q3 2026 in Review

Essential Partners reduced its RUM Group Inc (RUM) stake by 21% in Q3 2026, selling an estimated $44 and leaving 23 shares worth $174. The position accounts for ﹤0.01% of the portfolio, ranked #2624.

Essential Partners first reported a position in RUM in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.91K in Q1 2026. 23 funds tracked by Wall St. Rank hold RUM as of Q3 2026.

  • Essential Partners held 23 shares of RUM Group Inc worth $174 as of Q3 2026.
  • Essential Partners sold 6 RUM Group Inc shares in Q3 2026, an estimated $44.
  • RUM Group Inc made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2624 holding.
  • Essential Partners first reported a position in RUM Group Inc in Q2 2025 and has held it in 4 quarters since.
  • Essential Partners's RUM Group Inc position peaked at $3.91K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held RUM Group Inc as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.