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

EverSource 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	$4.95K	Buy	781 +240	+44%	+$1.71K	﹤0.01%	3281
2026 Q1	$2.76K	Buy	541 +130	+32%	+$747	﹤0.01%	3522
2025 Q4	$2.6K	Buy	411 +311	+311%	+$2.13K	﹤0.01%	3404
2025 Q3	$724	Sell	100 -60	-38%	-$490	﹤0.01%	3844
2025 Q2	$1.44K	Sell	160 -23	-13%	-$197	﹤0.01%	3617
2025 Q1	$1.29K	Buy	183 +56	+44%	+$584	﹤0.01%	3129
2024 Q4	$1.65K	Buy	127 +27	+27%	+$192	﹤0.01%	2788
2024 Q3	$536	Hold	100	–	–	﹤0.01%	2864
2024 Q2	$632	Hold	100	–	–	﹤0.01%	2841
2024 Q1	$706	Hold	100	–	–	﹤0.01%	2654
2023 Q4	$449	Hold	100	–	–	﹤0.01%	2543
2023 Q3	$510	Hold	100	–	–	﹤0.01%	2364
2023 Q2	$892	Hold	100	–	–	﹤0.01%	2262
2023 Q1	$1K	Buy	+100	New	+$901	﹤0.01%	2115

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

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

EverSource Wealth Advisors increased its RUM Group Inc (RUM) stake by 44% in Q2 2026, buying an estimated $1.71K and bringing the position to 781 shares worth $4.95K. The position accounts for ﹤0.01% of the portfolio, ranked #3281.

EverSource Wealth Advisors first reported a position in RUM in Q1 2023 and has held it in 14 quarters since. 227 funds tracked by Wall St. Rank hold RUM as of Q2 2026.

EverSource Wealth Advisors held 781 shares of RUM Group Inc worth $4.95K as of Q2 2026.
EverSource Wealth Advisors bought 240 RUM Group Inc shares in Q2 2026, an estimated $1.71K.
RUM Group Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3281 holding.
EverSource Wealth Advisors first reported a position in RUM Group Inc in Q1 2023 and has held it in 14 quarters since.
227 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.