Raymond James Financial
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Raymond James Financial’s RUM Group Inc RUM Stock Holding History

Raymond James Financial’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
Q1 		$96.7K Sell
18,963
-4,601
-20% -$26.4K ﹤0.01% 5040
2025
Q4 		$149K Sell
23,564
-2,014
-8% -$13.8K ﹤0.01% 4856
2025
Q3 		$185K Sell
25,578
-7,156
-22% -$58.5K ﹤0.01% 4645
2025
Q2 		$294K Sell
32,734
-849
-3% -$7.26K ﹤0.01% 4304
2025
Q1 		$237K Sell
33,583
-2,382
-7% -$24.9K ﹤0.01% 4333
2024
Q4 		$468K Buy
+35,965
New +$256K ﹤0.01% 3952

Other funds holding RUM

CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial's RUM Position: Q1 2026 in Review

Raymond James Financial reduced its RUM Group Inc (RUM) stake by 20% in Q1 2026, selling an estimated $26.4K and leaving 18,963 shares worth $96.7K. The position accounts for ﹤0.01% of the portfolio, ranked #5040.

Raymond James Financial first reported a position in RUM in Q4 2024 and has held it in 6 quarters since. The position peaked at $468K in Q4 2024. 204 funds tracked by Wall St. Rank hold RUM as of Q1 2026.

  • Raymond James Financial held 18,963 shares of RUM Group Inc worth $96.7K as of Q1 2026.
  • Raymond James Financial sold 4,601 RUM Group Inc shares in Q1 2026, an estimated $26.4K.
  • RUM Group Inc made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #5040 holding.
  • Raymond James Financial first reported a position in RUM Group Inc in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's RUM Group Inc position peaked at $468K in Q4 2024.
  • 204 funds tracked by Wall St. Rank held RUM Group Inc as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.