Newbridge Financial Services Group’s RUM Group Inc RUM Stock Holding History

Newbridge Financial Services 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	$6.34K	Hold	1,000	–	–	﹤0.01%	926
2026 Q1	$5.1K	Hold	1,000	–	–	﹤0.01%	916
2025 Q4	$6.32K	Hold	1,000	–	–	﹤0.01%	861
2025 Q3	$7.24K	Buy	+1,000	New	+$8.17K	﹤0.01%	955
2024 Q4	–	Sell	-500	Closed	-$2.68K	–	1173
2024 Q3	$2.68K	Sell	500 -4,975	-91%	-$29.3K	﹤0.01%	544
2024 Q2	$30.4K	Sell	5,475 -1,375	-20%	-$8.86K	0.01%	490
2024 Q1	$55.3K	Buy	6,850 +6,350	+1,270%	+$41K	0.02%	380
2023 Q4	$2.25K	Hold	500	–	–	﹤0.01%	956
2023 Q3	$2.55K	Buy	+500	New	+$3.74K	﹤0.01%	1045

Other funds holding RUM

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Newbridge Financial Services Group's RUM Position: Q2 2026 in Review

Newbridge Financial Services Group held its RUM Group Inc (RUM) position steady in Q2 2026 at 1,000 shares worth $6.34K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Newbridge Financial Services Group first reported a position in RUM in Q3 2023 and has held it in 9 quarters since. The position peaked at $55.3K in Q1 2024. 227 funds tracked by Wall St. Rank hold RUM as of Q2 2026.

Newbridge Financial Services Group held 1,000 shares of RUM Group Inc worth $6.34K as of Q2 2026.
Newbridge Financial Services Group left its RUM Group Inc share count unchanged in Q2 2026.
RUM Group Inc made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #926 holding.
Newbridge Financial Services Group first reported a position in RUM Group Inc in Q3 2023 and has held it in 9 quarters since.
Newbridge Financial Services Group's RUM Group Inc position peaked at $55.3K in Q1 2024.
227 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.