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Pathway Financial Advisers’s RUM Group Inc RUM Stock Holding History

Pathway Financial Advisers’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
2025
Q4 		– Sell
-228
Closed -$1.65K – 307
2025
Q3 		$1.65K Buy
+228
New +$1.86K ﹤0.01% 370
2025
Q1 		– Sell
-4,220
Closed -$54.9K – 354
2024
Q4 		$54.9K Hold
4,220
– – 0.02% 230
2024
Q3 		$22.6K Buy
4,220
+2,000
+90% +$11.8K 0.01% 241
2024
Q2 		$12.3K Hold
2,220
– – ﹤0.01% 327
2024
Q1 		$17.9K Buy
2,220
+2,000
+909% +$12.9K 0.01% 300
2023
Q4 		$988 Hold
220
– – ﹤0.01% 455
2023
Q3 		$1.12K Buy
+220
New +$1.64K ﹤0.01% 464
2023
Q1 		$27.2K Hold
2,720
– – 0.01% 274
2022
Q4 		$16.2K Buy
+2,720
New +$26.1K 0.01% 353

Other funds holding RUM

CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pathway Financial Advisers's RUM Position: Q4 2025 in Review

Pathway Financial Advisers sold out of RUM Group Inc (RUM) in Q4 2025, closing a stake of 228 shares — an estimated $1.65K sold.

Pathway Financial Advisers first reported a position in RUM in Q4 2022 and held it in 9 quarters. The position peaked at $54.9K in Q4 2024. 214 funds tracked by Wall St. Rank hold RUM as of Q4 2025.

  • Pathway Financial Advisers reported no remaining RUM Group Inc position as of Q4 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 228 RUM Group Inc shares in Q4 2025, an estimated $1.65K.
  • Pathway Financial Advisers first reported a position in RUM Group Inc in Q4 2022 and held it in 9 quarters.
  • Pathway Financial Advisers's RUM Group Inc position peaked at $54.9K in Q4 2024.
  • 214 funds tracked by Wall St. Rank held RUM Group Inc as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.