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Financial Perspectives’s RUM Group Inc RUM Stock Holding History

Financial Perspectives’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 		$4.89K Hold
772
– – ﹤0.01% 614
2026
Q1 		$3.94K Hold
772
– – ﹤0.01% 603
2025
Q4 		$4.88K Hold
772
– – ﹤0.01% 590
2025
Q3 		$5.59K Hold
772
– – ﹤0.01% 577
2025
Q2 		$6.93K Hold
772
– – ﹤0.01% 546
2025
Q1 		$5.46K Hold
772
– – ﹤0.01% 561
2024
Q4 		$10K Hold
772
– – ﹤0.01% 504
2024
Q3 		$4.14K Hold
772
– – ﹤0.01% 535
2024
Q2 		$4.29K Hold
772
– – ﹤0.01% 528
2024
Q1 		$6.24K Buy
+772
New +$4.98K ﹤0.01% 492

Other funds holding RUM

CF
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Perspectives's RUM Position: Q2 2026 in Review

Financial Perspectives held its RUM Group Inc (RUM) position steady in Q2 2026 at 772 shares worth $4.89K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Financial Perspectives first reported a position in RUM in Q1 2024 and has held it in 10 quarters since. The position peaked at $10K in Q4 2024. 227 funds tracked by Wall St. Rank hold RUM as of Q2 2026.

  • Financial Perspectives held 772 shares of RUM Group Inc worth $4.89K as of Q2 2026.
  • Financial Perspectives left its RUM Group Inc share count unchanged in Q2 2026.
  • RUM Group Inc made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #614 holding.
  • Financial Perspectives first reported a position in RUM Group Inc in Q1 2024 and has held it in 10 quarters since.
  • Financial Perspectives's RUM Group Inc position peaked at $10K in Q4 2024.
  • 227 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.