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Lodestone Wealth Management’s RUM Group Inc RUM Stock Holding History

Lodestone Wealth Management’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
Q3 		$2.5K Hold
330
– – ﹤0.01% 679
2026
Q2 		$2.09K Hold
330
– – ﹤0.01% 678
2026
Q1 		$1.68K Hold
330
– – ﹤0.01% 687
2025
Q4 		$2.09K Buy
+330
New +$2.26K ﹤0.01% 673

Other funds holding RUM

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TAM
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AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Lodestone Wealth Management's RUM Position: Q3 2026 in Review

Lodestone Wealth Management held its RUM Group Inc (RUM) position steady in Q3 2026 at 330 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

Lodestone Wealth Management first reported a position in RUM in Q4 2025 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold RUM as of Q3 2026.

  • Lodestone Wealth Management held 330 shares of RUM Group Inc worth $2.5K as of Q3 2026.
  • Lodestone Wealth Management left its RUM Group Inc share count unchanged in Q3 2026.
  • RUM Group Inc made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #679 holding.
  • Lodestone Wealth Management first reported a position in RUM Group Inc in Q4 2025 and has held it in 4 quarters since.
  • 23 funds tracked by Wall St. Rank held RUM Group Inc as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.