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Evergreen Capital Management’s RUM Group Inc RUM Stock Holding History

Evergreen Capital 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 		$224K Buy
+35,338
New +$251K ﹤0.01% 1397

Other funds holding RUM

Handelsbanken Fonder
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Evergreen Capital Management's RUM Position: Q2 2026 in Review

Evergreen Capital Management opened a new position in RUM Group Inc (RUM) in Q2 2026: 35,338 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #1397 among its holdings.

37 funds tracked by Wall St. Rank hold RUM as of Q2 2026.

  • Evergreen Capital Management held 35,338 shares of RUM Group Inc worth $224K as of Q2 2026.
  • RUM Group Inc was a new Evergreen Capital Management position in Q2 2026.
  • RUM Group Inc made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1397 holding.
  • 37 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.