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Merit Financial Group’s RUM Group Inc RUM Stock Holding History

Merit Financial 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
Q2 		$77.4K Sell
12,204
-2,984
-20% -$21.2K ﹤0.01% 2253
2026
Q1 		$77.5K Buy
15,188
+1,057
+7% +$6.07K ﹤0.01% 2034
2025
Q4 		$89.3K Buy
14,131
+93
+0.7% +$638 ﹤0.01% 1900
2025
Q3 		$102K Buy
14,038
+1,577
+13% +$12.9K ﹤0.01% 1733
2025
Q2 		$112K Buy
+12,461
New +$107K ﹤0.01% 1624

Other funds holding RUM

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Merit Financial Group's RUM Position: Q2 2026 in Review

Merit Financial Group reduced its RUM Group Inc (RUM) stake by 20% in Q2 2026, selling an estimated $21.2K and leaving 12,204 shares worth $77.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2253.

Merit Financial Group first reported a position in RUM in Q2 2025 and has held it in 5 quarters since. The position peaked at $112K in Q2 2025. 22 funds tracked by Wall St. Rank hold RUM as of Q2 2026.

  • Merit Financial Group held 12,204 shares of RUM Group Inc worth $77.4K as of Q2 2026.
  • Merit Financial Group sold 2,984 RUM Group Inc shares in Q2 2026, an estimated $21.2K.
  • RUM Group Inc made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2253 holding.
  • Merit Financial Group first reported a position in RUM Group Inc in Q2 2025 and has held it in 5 quarters since.
  • Merit Financial Group's RUM Group Inc position peaked at $112K in Q2 2025.
  • 22 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.