Lowe Wealth Advisors’s RUM Group Inc RUM Stock Holding History

Lowe Wealth Advisors’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
2025 Q3	$2.9K	Hold	400	–	–	﹤0.01%	322
2025 Q2	$3.59K	Hold	400	–	–	﹤0.01%	309
2025 Q1	$2.83K	Hold	400	–	–	﹤0.01%	322
2024 Q4	$5.2K	Hold	400	–	–	﹤0.01%	272
2024 Q3	$2.14K	Hold	400	–	–	﹤0.01%	279
2024 Q2	$2.22K	Hold	400	–	–	﹤0.01%	276
2024 Q1	$3.23K	Hold	400	–	–	﹤0.01%	263
2023 Q4	$1.8K	Hold	400	–	–	﹤0.01%	276
2023 Q3	$2.04K	Hold	400	–	–	﹤0.01%	266
2023 Q2	$3.57K	Hold	400	–	–	﹤0.01%	282
2023 Q1	$4K	Hold	400	–	–	﹤0.01%	266
2022 Q4	$2.38K	Buy	400 +140	+54%	+$1.34K	﹤0.01%	297
2022 Q3	$3K	Buy	260 +80	+44%	+$877	﹤0.01%	284
2022 Q2	$2K	Buy	180 +100	+125%	+$1.09K	﹤0.01%	279
2022 Q1	$1K	Hold	80	–	–	﹤0.01%	313
2021 Q4	$1K	Buy	+80	New	+$845	﹤0.01%	293

Other funds holding RUM

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lowe Wealth Advisors's RUM Position: Q3 2025 in Review

Lowe Wealth Advisors held its RUM Group Inc (RUM) position steady in Q3 2025 at 400 shares worth $2.9K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Lowe Wealth Advisors first reported a position in RUM in Q4 2021 and has held it in 16 quarters since. The position peaked at $5.2K in Q4 2024. 220 funds tracked by Wall St. Rank hold RUM as of Q3 2025.

Lowe Wealth Advisors held 400 shares of RUM Group Inc worth $2.9K as of Q3 2025.
Lowe Wealth Advisors left its RUM Group Inc share count unchanged in Q3 2025.
RUM Group Inc made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #322 holding.
Lowe Wealth Advisors first reported a position in RUM Group Inc in Q4 2021 and has held it in 16 quarters since.
Lowe Wealth Advisors's RUM Group Inc position peaked at $5.2K in Q4 2024.
220 funds tracked by Wall St. Rank held RUM Group Inc as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.