Root Financial Partners
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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
Q3 		$5.29K Buy
+700
New +$5.17K ﹤0.01% 2208
2026
Q2 		– Sell
-700
Closed -$3.57K – 2606
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

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Bank of New York Mellon
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Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.3B AUM 33.78% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Root Financial Partners's RUM Position: Q3 2026 in Review

Root Financial Partners opened a new position in RUM Group Inc (RUM) in Q3 2026: 700 shares worth $5.29K. The stake represents ﹤0.01% of the portfolio and ranks #2208 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RUM as recently as Q1 2026.

Root Financial Partners first reported a position in RUM in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.48K in Q4 2025. 130 funds tracked by Wall St. Rank hold RUM as of Q3 2026.

  • Root Financial Partners held 700 shares of RUM Group Inc worth $5.29K as of Q3 2026.
  • RUM Group Inc was a new Root Financial Partners position in Q3 2026.
  • RUM Group Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2208 holding.
  • Root Financial Partners first reported a position in RUM Group Inc in Q4 2025 and has held it in 3 quarters since.
  • Root Financial Partners's RUM Group Inc position peaked at $9.48K in Q4 2025.
  • 130 funds tracked by Wall St. Rank held RUM Group Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.