Mather Group’s RUM Group Inc RUM Stock Holding History

Mather Group’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	$44.5K	Hold	5,887	–	–	﹤0.01%	1196
2026 Q2	$37.3K	Hold	5,887	–	–	﹤0.01%	1178
2026 Q1	$30K	Buy	+5,887	New	+$33.8K	﹤0.01%	1181
2025 Q4	–	Sell	-5,887	Closed	-$42.6K	–	1449
2025 Q3	$42.6K	Buy	+5,887	New	+$48.1K	﹤0.01%	936

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

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

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Mather Group's RUM Position: Q3 2026 in Review

Mather Group held its RUM Group Inc (RUM) position steady in Q3 2026 at 5,887 shares worth $44.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

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

Mather Group held 5,887 shares of RUM Group Inc worth $44.5K as of Q3 2026.
Mather Group left its RUM Group Inc share count unchanged in Q3 2026.
RUM Group Inc made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1196 holding.
Mather Group first reported a position in RUM Group Inc in Q3 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 Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.