FP
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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
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 $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