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IFP Advisors’s RUM Group Inc RUM Stock Holding History

IFP 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 		$228 Buy
+36
New +$256 ﹤0.01% 4840
2026
Q1 		– Sell
-71
Closed -$449 – 5137
2025
Q4 		$449 Hold
71
– – ﹤0.01% 4307
2025
Q3 		$514 Sell
71
-62
-47% -$507 ﹤0.01% 4166
2025
Q2 		$1.5K Sell
133
-767
-85% -$6.56K ﹤0.01% 4028
2025
Q1 		$6.36K Sell
900
-1,100
-55% -$11.5K ﹤0.01% 2739
2024
Q4 		$26K Buy
2,000
+830
+71% +$5.9K ﹤0.01% 2127
2024
Q3 		$6.27K Hold
1,170
– – ﹤0.01% 2597
2024
Q2 		$6.49K Buy
1,170
+120
+11% +$773 ﹤0.01% 2485
2024
Q1 		$8.48K Buy
1,050
+275
+35% +$1.77K ﹤0.01% 2294
2023
Q4 		$3.48K Sell
775
-1,215
-61% -$5.93K ﹤0.01% 2527
2023
Q3 		$10.1K Sell
1,990
-1,300
-40% -$9.71K ﹤0.01% 2251
2023
Q2 		$29.3K Sell
3,290
-1,040
-24% -$9.79K ﹤0.01% 1839
2023
Q1 		$72.8K Buy
4,330
+1,163
+37% +$10.5K ﹤0.01% 1401
2022
Q4 		$54K Hold
3,167
– – ﹤0.01% 2187
2022
Q3 		$33K Buy
3,167
+600
+23% +$6.58K ﹤0.01% 2703
2022
Q2 		$27K Hold
2,567
– – ﹤0.01% 2618
2022
Q1 		$27K Buy
2,567
+977
+61% +$12.1K ﹤0.01% 2618
2021
Q4 		$17K Buy
+1,590
New +$16.8K ﹤0.01% 2022

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

IFP Advisors's RUM Position: Q2 2026 in Review

IFP Advisors opened a new position in RUM Group Inc (RUM) in Q2 2026: 36 shares worth $228. The stake represents ﹤0.01% of the portfolio and ranks #4840 among its holdings. This is a return to the name: IFP Advisors previously reported a position in RUM as recently as Q4 2025.

IFP Advisors first reported a position in RUM in Q4 2021 and has held it in 18 quarters since. The position peaked at $72.8K in Q1 2023. 227 funds tracked by Wall St. Rank hold RUM as of Q2 2026.

  • IFP Advisors held 36 shares of RUM Group Inc worth $228 as of Q2 2026.
  • RUM Group Inc was a new IFP Advisors position in Q2 2026.
  • RUM Group Inc made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4840 holding.
  • IFP Advisors first reported a position in RUM Group Inc in Q4 2021 and has held it in 18 quarters since.
  • IFP Advisors's RUM Group Inc position peaked at $72.8K in Q1 2023.
  • 227 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.