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Root Financial Partners’s RUM Group Inc RUM Stock Holding History

Root Financial Partners’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 		$3.57K Sell
700
-800
-53% -$4.59K ﹤0.01% 2075
2025
Q4 		$9.48K Buy
+1,500
New +$10.3K ﹤0.01% 1516

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

Root Financial Partners's RUM Position: Q1 2026 in Review

Root Financial Partners reduced its RUM Group Inc (RUM) stake by 53% in Q1 2026, selling an estimated $4.59K and leaving 700 shares worth $3.57K. The position accounts for ﹤0.01% of the portfolio, ranked #2075.

Root Financial Partners first reported a position in RUM in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.48K in Q4 2025. 204 funds tracked by Wall St. Rank hold RUM as of Q1 2026.

  • Root Financial Partners held 700 shares of RUM Group Inc worth $3.57K as of Q1 2026.
  • Root Financial Partners sold 800 RUM Group Inc shares in Q1 2026, an estimated $4.59K.
  • RUM Group Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2075 holding.
  • Root Financial Partners first reported a position in RUM Group Inc in Q4 2025 and has held it in 2 quarters since.
  • Root Financial Partners's RUM Group Inc position peaked at $9.48K in Q4 2025.
  • 204 funds tracked by Wall St. Rank held RUM Group Inc as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.