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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
Q2 		– Sell
-11,645
Closed -$59.4K – 162
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 $9.31B AUM 73.66% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RIA Advisory Group's RUM Position: Q2 2026 in Review

RIA Advisory Group sold out of RUM Group Inc (RUM) in Q2 2026, closing a stake of 11,645 shares — an estimated $59.4K sold.

RIA Advisory Group first reported a position in RUM in Q4 2022 and held it in 12 quarters. The position peaked at $197K in Q4 2024. 228 funds tracked by Wall St. Rank hold RUM as of Q2 2026.

  • RIA Advisory Group reported no remaining RUM Group Inc position as of Q2 2026 after selling out during the quarter.
  • RIA Advisory Group sold 11,645 RUM Group Inc shares in Q2 2026, an estimated $59.4K.
  • RIA Advisory Group first reported a position in RUM Group Inc in Q4 2022 and held it in 12 quarters.
  • RIA Advisory Group's RUM Group Inc position peaked at $197K in Q4 2024.
  • 228 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.