Oakworth Capital’s RUM Group Inc RUM Stock Holding History

Oakworth Capital’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	$628	Hold	100	–	–	﹤0.01%	903
2026 Q1	$510	Hold	100	–	–	﹤0.01%	830
2025 Q4	$632	Hold	100	–	–	﹤0.01%	831
2025 Q3	$724	Hold	100	–	–	﹤0.01%	795
2025 Q2	$898	Hold	100	–	–	﹤0.01%	600
2025 Q1	$707	Hold	100	–	–	﹤0.01%	661
2024 Q4	$1.3K	Hold	100	–	–	﹤0.01%	593
2024 Q3	$536	Buy	+100	New	+$589	﹤0.01%	653

Other funds holding RUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Oakworth Capital's RUM Position: Q2 2026 in Review

Oakworth Capital held its RUM Group Inc (RUM) position steady in Q2 2026 at 100 shares worth $628. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Oakworth Capital first reported a position in RUM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.3K in Q4 2024. 65 funds tracked by Wall St. Rank hold RUM as of Q2 2026.

Oakworth Capital held 100 shares of RUM Group Inc worth $628 as of Q2 2026.
Oakworth Capital left its RUM Group Inc share count unchanged in Q2 2026.
RUM Group Inc made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #903 holding.
Oakworth Capital first reported a position in RUM Group Inc in Q3 2024 and has held it in 8 quarters since.
Oakworth Capital's RUM Group Inc position peaked at $1.3K in Q4 2024.
65 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.