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Kestra Advisory Services’s RUM Group Inc RUM Stock Holding History

Kestra Advisory Services’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 		$80.9K Buy
15,866
+604
+4% +$3.47K ﹤0.01% 3042
2025
Q4 		$96.5K Buy
15,262
+980
+7% +$6.72K ﹤0.01% 3458
2025
Q3 		$103K Sell
14,282
-5,742
-29% -$46.9K ﹤0.01% 2818
2025
Q2 		$180K Buy
20,024
+8,204
+69% +$70.1K ﹤0.01% 2668
2025
Q1 		$83.6K Sell
11,820
-7,939
-40% -$82.8K ﹤0.01% 2611
2024
Q4 		$257K Buy
19,759
+6,619
+50% +$47.1K ﹤0.01% 2344
2024
Q3 		$70.4K Sell
13,140
-5,299
-29% -$31.2K ﹤0.01% 2492
2024
Q2 		$102K Buy
18,439
+2,120
+13% +$13.7K ﹤0.01% 2518
2024
Q1 		$132K Buy
+16,319
New +$105K ﹤0.01% 2344

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

Kestra Advisory Services's RUM Position: Q1 2026 in Review

Kestra Advisory Services increased its RUM Group Inc (RUM) stake by 4% in Q1 2026, buying an estimated $3.47K and bringing the position to 15,866 shares worth $80.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3042.

Kestra Advisory Services first reported a position in RUM in Q1 2024 and has held it in 9 quarters since. The position peaked at $257K in Q4 2024. 204 funds tracked by Wall St. Rank hold RUM as of Q1 2026.

  • Kestra Advisory Services held 15,866 shares of RUM Group Inc worth $80.9K as of Q1 2026.
  • Kestra Advisory Services bought 604 RUM Group Inc shares in Q1 2026, an estimated $3.47K.
  • RUM Group Inc made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #3042 holding.
  • Kestra Advisory Services first reported a position in RUM Group Inc in Q1 2024 and has held it in 9 quarters since.
  • Kestra Advisory Services's RUM Group Inc position peaked at $257K in Q4 2024.
  • 204 funds tracked by Wall St. Rank held RUM Group Inc as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.