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Physician Wealth Advisors’s RUM Group Inc RUM Stock Holding History

Physician Wealth Advisors’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 		$425 Buy
+67
New +$476 ﹤0.01% 2206
2025
Q3 		– Sell
-124
Closed -$1.11K – 2030
2025
Q2 		$1.11K Buy
+124
New +$1.06K ﹤0.01% 1337

Other funds holding RUM

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Physician Wealth Advisors's RUM Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in RUM Group Inc (RUM) in Q2 2026: 67 shares worth $425. The stake represents ﹤0.01% of the portfolio and ranks #2206 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in RUM as recently as Q2 2025.

Physician Wealth Advisors first reported a position in RUM in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.11K in Q2 2025. 25 funds tracked by Wall St. Rank hold RUM as of Q2 2026.

  • Physician Wealth Advisors held 67 shares of RUM Group Inc worth $425 as of Q2 2026.
  • RUM Group Inc was a new Physician Wealth Advisors position in Q2 2026.
  • RUM Group Inc made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2206 holding.
  • Physician Wealth Advisors first reported a position in RUM Group Inc in Q2 2025 and has held it in 2 quarters since.
  • Physician Wealth Advisors's RUM Group Inc position peaked at $1.11K in Q2 2025.
  • 25 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.