Larson Financial Group’s RUM Group Inc RUM Stock Holding History

Larson Financial Group’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	$3.62K	Sell	571 -144	-20%	-$1.02K	﹤0.01%	2897
2026 Q1	$3.65K	Sell	715 -606	-46%	-$3.48K	﹤0.01%	2749
2025 Q4	$8.35K	Buy	1,321 +854	+183%	+$5.86K	﹤0.01%	2219
2025 Q3	$3.38K	Hold	467	–	–	﹤0.01%	2504
2025 Q2	$4.19K	Hold	467	–	–	﹤0.01%	2139
2025 Q1	$3.3K	Hold	467	–	–	﹤0.01%	2005
2024 Q4	$6.08K	Sell	467 -200	-30%	-$1.42K	﹤0.01%	1623
2024 Q3	$3.58K	Buy	667 +367	+122%	+$2.16K	﹤0.01%	1736
2024 Q2	$1.67K	Hold	300	–	–	﹤0.01%	1618
2024 Q1	$2.42K	Hold	300	–	–	﹤0.01%	1335
2023 Q4	$1.35K	Hold	300	–	–	﹤0.01%	1420
2023 Q3	$1.53K	Hold	300	–	–	﹤0.01%	1412
2023 Q2	$2.68K	Hold	300	–	–	﹤0.01%	1218
2023 Q1	$3K	Hold	300	–	–	﹤0.01%	1180
2022 Q4	$1.78K	Hold	300	–	–	﹤0.01%	1212
2022 Q3	$4K	Hold	300	–	–	﹤0.01%	1007
2022 Q2	$3K	Hold	300	–	–	﹤0.01%	983
2022 Q1	$4K	Hold	300	–	–	﹤0.01%	835
2021 Q4	$3K	Buy	+300	New	+$3.17K	﹤0.01%	910

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

Larson Financial Group's RUM Position: Q2 2026 in Review

Larson Financial Group reduced its RUM Group Inc (RUM) stake by 20% in Q2 2026, selling an estimated $1.02K and leaving 571 shares worth $3.62K. The position accounts for ﹤0.01% of the portfolio, ranked #2897.

Larson Financial Group first reported a position in RUM in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.35K in Q4 2025. 227 funds tracked by Wall St. Rank hold RUM as of Q2 2026.

Larson Financial Group held 571 shares of RUM Group Inc worth $3.62K as of Q2 2026.
Larson Financial Group sold 144 RUM Group Inc shares in Q2 2026, an estimated $1.02K.
RUM Group Inc made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2897 holding.
Larson Financial Group first reported a position in RUM Group Inc in Q4 2021 and has held it in 19 quarters since.
Larson Financial Group's RUM Group Inc position peaked at $8.35K in Q4 2025.
227 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.