RAG
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RIA Advisory Group’s RUM Group Inc RUM Stock Holding History

RIA Advisory Group’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 		$59.4K Sell
11,645
-160
-1% -$919 0.01% 144
2025
Q4 		$74.6K Sell
11,805
-4,920
-29% -$33.7K 0.02% 142
2025
Q3 		$121K Buy
16,725
+1,800
+12% +$14.7K 0.03% 149
2025
Q2 		$134K Sell
14,925
-200
-1% -$1.71K 0.04% 130
2025
Q1 		$107K Hold
15,125
– – 0.03% 135
2024
Q4 		$197K Hold
15,125
– – 0.07% 133
2024
Q3 		$81.1K Buy
+15,125
New +$89.1K 0.03% 126
2024
Q1 		$190K Buy
+23,530
New +$152K 0.08% 135
2023
Q4 		– Sell
-21,650
Closed -$110K – 176
2023
Q3 		$110K Buy
21,650
+1,400
+7% +$10.5K 0.05% 112
2023
Q2 		$181K Buy
20,250
+4,005
+25% +$37.7K 0.08% 115
2023
Q1 		$162K Hold
16,245
– – 0.07% 113
2022
Q4 		$96.7K Buy
+16,245
New +$156K 0.06% 93

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

RIA Advisory Group's RUM Position: Q1 2026 in Review

RIA Advisory Group reduced its RUM Group Inc (RUM) stake by 1.4% in Q1 2026, selling an estimated $919 and leaving 11,645 shares worth $59.4K. The position accounts for 0.01% of the portfolio, ranked #144.

RIA Advisory Group first reported a position in RUM in Q4 2022 and has held it in 12 quarters since. The position peaked at $197K in Q4 2024. 204 funds tracked by Wall St. Rank hold RUM as of Q1 2026.

  • RIA Advisory Group held 11,645 shares of RUM Group Inc worth $59.4K as of Q1 2026.
  • RIA Advisory Group sold 160 RUM Group Inc shares in Q1 2026, an estimated $919.
  • RUM Group Inc made up 0.01% of RIA Advisory Group's portfolio in Q1 2026, its #144 holding.
  • RIA Advisory Group first reported a position in RUM Group Inc in Q4 2022 and has held it in 12 quarters since.
  • RIA Advisory Group's RUM Group Inc position peaked at $197K in Q4 2024.
  • 204 funds tracked by Wall St. Rank held RUM Group Inc as of Q1 2026.

Based on RIA Advisory Group's 13F filing for Q1 2026, filed 24 Apr 2026.