JFS Wealth Advisors’s RUM Group Inc RUM Stock Holding History

JFS Wealth 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	–	Sell	-502	Closed	-$2.56K	–	2289
2026 Q1	$2.56K	Hold	502	–	–	﹤0.01%	1436
2025 Q4	$3.17K	Hold	502	–	–	﹤0.01%	1411
2025 Q3	$3.63K	Hold	502	–	–	﹤0.01%	1242
2025 Q2	$4.51K	Hold	502	–	–	﹤0.01%	1120
2025 Q1	$3.55K	Hold	502	–	–	﹤0.01%	1263
2024 Q4	$6.53K	Hold	502	–	–	﹤0.01%	1014
2024 Q3	$2.69K	Hold	502	–	–	﹤0.01%	1367
2024 Q2	$2.79K	Hold	502	–	–	﹤0.01%	1307
2024 Q1	$4.06K	Hold	502	–	–	﹤0.01%	1176
2023 Q4	$2.25K	Hold	502	–	–	﹤0.01%	1379
2023 Q3	$2.56K	Hold	502	–	–	﹤0.01%	1269
2023 Q2	$4.48K	Hold	502	–	–	﹤0.01%	1054
2023 Q1	$5.02K	Hold	502	–	–	﹤0.01%	983
2022 Q4	$2.99K	Buy	+502	New	+$4.81K	﹤0.01%	1215

Other funds holding RUM

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JFS Wealth Advisors's RUM Position: Q2 2026 in Review

JFS Wealth Advisors sold out of RUM Group Inc (RUM) in Q2 2026, closing a stake of 502 shares — an estimated $2.56K sold.

JFS Wealth Advisors first reported a position in RUM in Q4 2022 and held it in 14 quarters. The position peaked at $6.53K in Q4 2024. 227 funds tracked by Wall St. Rank hold RUM as of Q2 2026.

JFS Wealth Advisors reported no remaining RUM Group Inc position as of Q2 2026 after selling out during the quarter.
JFS Wealth Advisors sold 502 RUM Group Inc shares in Q2 2026, an estimated $2.56K.
JFS Wealth Advisors first reported a position in RUM Group Inc in Q4 2022 and held it in 14 quarters.
JFS Wealth Advisors's RUM Group Inc position peaked at $6.53K in Q4 2024.
227 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.