Harbor Investment Advisory’s RUM Group Inc RUM Stock Holding History

Harbor Investment Advisory’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 Q3	$1.25K	Hold	166	–	–	﹤0.01%	1335
2026 Q2	$1.05K	Hold	166	–	–	﹤0.01%	1232
2026 Q1	$847	Hold	166	–	–	﹤0.01%	1157
2025 Q4	$1.05K	Hold	166	–	–	﹤0.01%	1166
2025 Q3	$1.2K	Hold	166	–	–	﹤0.01%	1117
2025 Q2	$1.49K	Hold	166	–	–	﹤0.01%	1103
2025 Q1	$1.17K	Hold	166	–	–	﹤0.01%	1108
2024 Q4	$2.16K	Hold	166	–	–	﹤0.01%	1055
2024 Q3	$890	Hold	166	–	–	﹤0.01%	1105
2024 Q2	$921	Hold	166	–	–	﹤0.01%	1110
2024 Q1	$1.34K	Hold	166	–	–	﹤0.01%	1191
2023 Q4	$745	Hold	166	–	–	﹤0.01%	1097
2023 Q3	$847	Hold	166	–	–	﹤0.01%	1102
2023 Q2	$1.48K	Hold	166	–	–	﹤0.01%	1240
2023 Q1	$1.66K	Hold	166	–	–	﹤0.01%	1236
2022 Q4	$988	Hold	166	–	–	﹤0.01%	1256
2022 Q3	$2K	Buy	166 +66	+66%	+$723	﹤0.01%	1242
2022 Q2	$1K	Hold	100	–	–	﹤0.01%	1311
2022 Q1	$1K	Hold	100	–	–	﹤0.01%	1308
2021 Q4	$1K	Buy	+100	New	+$1.06K	﹤0.01%	1276

Other funds holding RUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Harbor Investment Advisory's RUM Position: Q3 2026 in Review

Harbor Investment Advisory held its RUM Group Inc (RUM) position steady in Q3 2026 at 166 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

Harbor Investment Advisory first reported a position in RUM in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.16K in Q4 2024. 23 funds tracked by Wall St. Rank hold RUM as of Q3 2026.

Harbor Investment Advisory held 166 shares of RUM Group Inc worth $1.25K as of Q3 2026.
Harbor Investment Advisory left its RUM Group Inc share count unchanged in Q3 2026.
RUM Group Inc made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #1335 holding.
Harbor Investment Advisory first reported a position in RUM Group Inc in Q4 2021 and has held it in 20 quarters since.
Harbor Investment Advisory's RUM Group Inc position peaked at $2.16K in Q4 2024.
23 funds tracked by Wall St. Rank held RUM Group Inc as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.