Marquette Asset Management’s RUM Group Inc RUM Stock Holding History

Marquette Asset 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	$6.77K	Hold	896	–	–	﹤0.01%	323
2026 Q2	$5.68K	Buy	896 +197	+28%	+$1.4K	﹤0.01%	408
2026 Q1	$3.56K	Buy	699 +286	+69%	+$1.64K	﹤0.01%	420
2025 Q4	$2.61K	Buy	+413	New	+$2.83K	﹤0.01%	437

Other funds holding RUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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 Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

Marquette Asset Management's RUM Position: Q3 2026 in Review

Marquette Asset Management held its RUM Group Inc (RUM) position steady in Q3 2026 at 896 shares worth $6.77K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Marquette Asset 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.

Marquette Asset Management held 896 shares of RUM Group Inc worth $6.77K as of Q3 2026.
Marquette Asset Management left its RUM Group Inc share count unchanged in Q3 2026.
RUM Group Inc made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #323 holding.
Marquette Asset 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 Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.