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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
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

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CF
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CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lodestone Wealth Management's RUM Position: Q2 2026 in Review

Lodestone Wealth Management held its RUM Group Inc (RUM) position steady in Q2 2026 at 330 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Lodestone Wealth Management first reported a position in RUM in Q4 2025 and has held it in 3 quarters since. 227 funds tracked by Wall St. Rank hold RUM as of Q2 2026.

  • Lodestone Wealth Management held 330 shares of RUM Group Inc worth $2.09K as of Q2 2026.
  • Lodestone Wealth Management left its RUM Group Inc share count unchanged in Q2 2026.
  • RUM Group Inc made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #678 holding.
  • Lodestone Wealth Management first reported a position in RUM Group Inc in Q4 2025 and has held it in 3 quarters since.
  • 227 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.