Jones Financial Companies
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Jones Financial Companies’s RUM Group Inc RUM Stock Holding History

Jones Financial Companies’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 		$86.6K Buy
18,389
+211
+1% +$1.21K ﹤0.01% 2726
2025
Q4 		$115K Buy
18,178
+2,095
+13% +$14.4K ﹤0.01% 2167
2025
Q3 		$115K Buy
16,083
+2,801
+21% +$22.9K ﹤0.01% 2028
2025
Q2 		$122K Buy
13,282
+3,112
+31% +$26.6K ﹤0.01% 1854
2025
Q1 		$73.6K Buy
10,170
+2,167
+27% +$22.6K ﹤0.01% 1909
2024
Q4 		$104K Buy
8,003
+6,473
+423% +$46K ﹤0.01% 1612
2024
Q3 		$8.23K Sell
1,530
-200
-12% -$1.18K ﹤0.01% 2288
2024
Q2 		$9.6K Buy
1,730
+1,630
+1,630% +$10.5K ﹤0.01% 1768
2024
Q1 		$808 Buy
+100
New +$645 ﹤0.01% 1317

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

Jones Financial Companies's RUM Position: Q1 2026 in Review

Jones Financial Companies increased its RUM Group Inc (RUM) stake by 1.2% in Q1 2026, buying an estimated $1.21K and bringing the position to 18,389 shares worth $86.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2726.

Jones Financial Companies first reported a position in RUM in Q1 2024 and has held it in 9 quarters since. The position peaked at $122K in Q2 2025. 204 funds tracked by Wall St. Rank hold RUM as of Q1 2026.

  • Jones Financial Companies held 18,389 shares of RUM Group Inc worth $86.6K as of Q1 2026.
  • Jones Financial Companies bought 211 RUM Group Inc shares in Q1 2026, an estimated $1.21K.
  • RUM Group Inc made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2726 holding.
  • Jones Financial Companies first reported a position in RUM Group Inc in Q1 2024 and has held it in 9 quarters since.
  • Jones Financial Companies's RUM Group Inc position peaked at $122K in Q2 2025.
  • 204 funds tracked by Wall St. Rank held RUM Group Inc as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.