NEWAS
RUM icon

N.E.W. Advisory Services’s RUM Group Inc RUM Stock Holding History

N.E.W. Advisory Services’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 		$16.2K Buy
2,560
+33
+1% +$234 ﹤0.01% 568
2026
Q1 		$12.9K Buy
2,527
+238
+10% +$1.37K ﹤0.01% 586
2025
Q4 		$14.5K Buy
2,289
+95
+4% +$651 ﹤0.01% 555
2025
Q3 		$15.9K Buy
2,194
+37
+2% +$302 ﹤0.01% 505
2025
Q2 		$19.4K Buy
2,157
+62
+3% +$530 ﹤0.01% 471
2025
Q1 		$14.8K Buy
+2,095
New +$21.9K ﹤0.01% 544

Other funds holding RUM

CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

N.E.W. Advisory Services's RUM Position: Q2 2026 in Review

N.E.W. Advisory Services increased its RUM Group Inc (RUM) stake by 1.3% in Q2 2026, buying an estimated $234 and bringing the position to 2,560 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

N.E.W. Advisory Services first reported a position in RUM in Q1 2025 and has held it in 6 quarters since. The position peaked at $19.4K in Q2 2025. 227 funds tracked by Wall St. Rank hold RUM as of Q2 2026.

  • N.E.W. Advisory Services held 2,560 shares of RUM Group Inc worth $16.2K as of Q2 2026.
  • N.E.W. Advisory Services bought 33 RUM Group Inc shares in Q2 2026, an estimated $234.
  • RUM Group Inc made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #568 holding.
  • N.E.W. Advisory Services first reported a position in RUM Group Inc in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's RUM Group Inc position peaked at $19.4K in Q2 2025.
  • 227 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.