Plante Moran Financial Advisors’s RUM Group Inc RUM Stock Holding History

Plante Moran Financial 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	$5.05K	Hold	796	–	–	﹤0.01%	641
2026 Q1	$4.06K	Hold	796	–	–	﹤0.01%	584
2025 Q4	$5.03K	Hold	796	–	–	﹤0.01%	637
2025 Q3	$5.76K	Hold	796	–	–	﹤0.01%	599
2025 Q2	$7.15K	Sell	796 -75	-9%	-$641	﹤0.01%	607
2025 Q1	$6.16K	Hold	871	–	–	﹤0.01%	629
2024 Q4	$11.3K	Hold	871	–	–	﹤0.01%	559
2024 Q3	$4.67K	Hold	871	–	–	﹤0.01%	690
2024 Q2	$4.83K	Hold	871	–	–	﹤0.01%	653
2024 Q1	$7.04K	Hold	871	–	–	﹤0.01%	653
2023 Q4	$3.91K	Hold	871	–	–	﹤0.01%	668
2023 Q3	$4.44K	Hold	871	–	–	﹤0.01%	617
2023 Q2	$7.77K	Hold	871	–	–	﹤0.01%	584
2023 Q1	$8.71K	Hold	871	–	–	﹤0.01%	582
2022 Q4	$5.18K	Hold	871	–	–	﹤0.01%	667
2022 Q3	$11K	Buy	871 +75	+9%	+$822	﹤0.01%	565
2022 Q2	$8K	Hold	796	–	–	﹤0.01%	653
2022 Q1	$9K	Hold	796	–	–	﹤0.01%	614
2021 Q4	$9K	Buy	+796	New	+$8.41K	﹤0.01%	704

Other funds holding RUM

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Plante Moran Financial Advisors's RUM Position: Q2 2026 in Review

Plante Moran Financial Advisors held its RUM Group Inc (RUM) position steady in Q2 2026 at 796 shares worth $5.05K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Plante Moran Financial Advisors first reported a position in RUM in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.3K in Q4 2024. 100 funds tracked by Wall St. Rank hold RUM as of Q2 2026.

Plante Moran Financial Advisors held 796 shares of RUM Group Inc worth $5.05K as of Q2 2026.
Plante Moran Financial Advisors left its RUM Group Inc share count unchanged in Q2 2026.
RUM Group Inc made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #641 holding.
Plante Moran Financial Advisors first reported a position in RUM Group Inc in Q4 2021 and has held it in 19 quarters since.
Plante Moran Financial Advisors's RUM Group Inc position peaked at $11.3K in Q4 2024.
100 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.