LPL Financial
RUM icon

LPL Financial’s RUM Group Inc RUM Stock Holding History

LPL Financial’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 		$671K Sell
105,847
-11,753
-10% -$83.5K ﹤0.01% 4770
2026
Q1 		$600K Sell
117,600
-4,057
-3% -$23.3K ﹤0.01% 4601
2025
Q4 		$769K Sell
121,657
-20,910
-15% -$143K ﹤0.01% 4335
2025
Q3 		$1.03M Sell
142,567
-6,451
-4% -$52.7K ﹤0.01% 3973
2025
Q2 		$1.34M Buy
149,018
+8,781
+6% +$75.1K ﹤0.01% 3486
2025
Q1 		$991K Buy
140,237
+30,834
+28% +$322K ﹤0.01% 3569
2024
Q4 		$1.42M Buy
109,403
+17,391
+19% +$124K ﹤0.01% 3187
2024
Q3 		$493K Sell
92,012
-14,944
-14% -$88K ﹤0.01% 4007
2024
Q2 		$594K Sell
106,956
-12,040
-10% -$77.6K ﹤0.01% 3721
2024
Q1 		$961K Buy
118,996
+15,728
+15% +$102K ﹤0.01% 3217
2023
Q4 		$464K Buy
103,268
+7,248
+8% +$35.4K ﹤0.01% 3736
2023
Q3 		$490K Buy
96,020
+32,948
+52% +$246K ﹤0.01% 3504
2023
Q2 		$563K Sell
63,072
-362
-0.6% -$3.41K ﹤0.01% 3341
2023
Q1 		$634K Buy
63,434
+9,201
+17% +$82.9K ﹤0.01% 3138
2022
Q4 		$323K Sell
54,233
-33,665
-38% -$323K ﹤0.01% 3593
2022
Q3 		$1.08M Buy
87,898
+31,507
+56% +$345K ﹤0.01% 2482
2022
Q2 		$562K Buy
+56,391
New +$615K ﹤0.01% 3109
2022
Q1 		– Sell
-14,452
Closed -$157K – 4359
2021
Q4 		$157K Buy
+14,452
New +$153K ﹤0.01% 4041

Other funds holding RUM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

LPL Financial's RUM Position: Q2 2026 in Review

LPL Financial reduced its RUM Group Inc (RUM) stake by 10% in Q2 2026, selling an estimated $83.5K and leaving 105,847 shares worth $671K. The position accounts for ﹤0.01% of the portfolio, ranked #4770.

LPL Financial first reported a position in RUM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.42M in Q4 2024. 100 funds tracked by Wall St. Rank hold RUM as of Q2 2026.

  • LPL Financial held 105,847 shares of RUM Group Inc worth $671K as of Q2 2026.
  • LPL Financial sold 11,753 RUM Group Inc shares in Q2 2026, an estimated $83.5K.
  • RUM Group Inc made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4770 holding.
  • LPL Financial first reported a position in RUM Group Inc in Q4 2021 and has held it in 18 quarters since.
  • LPL Financial's RUM Group Inc position peaked at $1.42M in Q4 2024.
  • 100 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.