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Financial Consulate’s RUM Group Inc RUM Stock Holding History

Financial Consulate’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 		$4.79K Hold
939
– – ﹤0.01% 803
2025
Q4 		$5.93K Hold
939
– – ﹤0.01% 711
2025
Q3 		$6.8K Buy
+939
New +$7.67K ﹤0.01% 605

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

Financial Consulate's RUM Position: Q1 2026 in Review

Financial Consulate held its RUM Group Inc (RUM) position steady in Q1 2026 at 939 shares worth $4.79K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Financial Consulate first reported a position in RUM in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.8K in Q3 2025. 204 funds tracked by Wall St. Rank hold RUM as of Q1 2026.

  • Financial Consulate held 939 shares of RUM Group Inc worth $4.79K as of Q1 2026.
  • Financial Consulate left its RUM Group Inc share count unchanged in Q1 2026.
  • RUM Group Inc made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #803 holding.
  • Financial Consulate first reported a position in RUM Group Inc in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's RUM Group Inc position peaked at $6.8K in Q3 2025.
  • 204 funds tracked by Wall St. Rank held RUM Group Inc as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.