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 Q3	$7.56K	Hold	1,000	–	–	﹤0.01%	890
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

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

MAM

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

Newbridge Financial Services Group's RUM Position: Q3 2026 in Review

Newbridge Financial Services Group held its RUM Group Inc (RUM) position steady in Q3 2026 at 1,000 shares worth $7.56K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Newbridge Financial Services Group first reported a position in RUM in Q3 2023 and has held it in 10 quarters since. The position peaked at $55.3K in Q1 2024. 23 funds tracked by Wall St. Rank hold RUM as of Q3 2026.

Newbridge Financial Services Group held 1,000 shares of RUM Group Inc worth $7.56K as of Q3 2026.
Newbridge Financial Services Group left its RUM Group Inc share count unchanged in Q3 2026.
RUM Group Inc made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q3 2026, its #890 holding.
Newbridge Financial Services Group first reported a position in RUM Group Inc in Q3 2023 and has held it in 10 quarters since.
Newbridge Financial Services Group's RUM Group Inc position peaked at $55.3K in Q1 2024.
23 funds tracked by Wall St. Rank held RUM Group Inc as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.