Moisand Fitzgerald Tamayo’s RUM Group Inc RUM Stock Holding History

Moisand Fitzgerald Tamayo’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	$756	Hold	100	–	–	﹤0.01%	642
2026 Q2	$634	Hold	100	–	–	﹤0.01%	517
2026 Q1	$510	Hold	100	–	–	﹤0.01%	496
2025 Q4	$632	Hold	100	–	–	﹤0.01%	492
2025 Q3	$724	Hold	100	–	–	﹤0.01%	547
2025 Q2	$898	Hold	100	–	–	﹤0.01%	544
2025 Q1	$707	Hold	100	–	–	﹤0.01%	550
2024 Q4	$1.3K	Hold	100	–	–	﹤0.01%	544
2024 Q3	$536	Hold	100	–	–	﹤0.01%	588
2024 Q2	$555	Buy	+100	New	+$644	﹤0.01%	553
2022 Q4	–	Sell	-10	Closed	–	–	834
2022 Q3	$0	Hold	10	–	–	﹤0.01%	843
2022 Q2	$0	Buy	+10	New	+$109	﹤0.01%	662

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

Moisand Fitzgerald Tamayo's RUM Position: Q3 2026 in Review

Moisand Fitzgerald Tamayo held its RUM Group Inc (RUM) position steady in Q3 2026 at 100 shares worth $756. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Moisand Fitzgerald Tamayo first reported a position in RUM in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.3K in Q4 2024. 23 funds tracked by Wall St. Rank hold RUM as of Q3 2026.

Moisand Fitzgerald Tamayo held 100 shares of RUM Group Inc worth $756 as of Q3 2026.
Moisand Fitzgerald Tamayo left its RUM Group Inc share count unchanged in Q3 2026.
RUM Group Inc made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q3 2026, its #642 holding.
Moisand Fitzgerald Tamayo first reported a position in RUM Group Inc in Q2 2022 and has held it in 12 quarters since.
Moisand Fitzgerald Tamayo's RUM Group Inc position peaked at $1.3K in Q4 2024.
23 funds tracked by Wall St. Rank held RUM Group Inc as of Q3 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2026, filed 15 Oct 2026.