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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
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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Vanguard Portfolio Management
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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

Root Financial Partners's RUM Position: Q2 2026 in Review

Root Financial Partners sold out of RUM Group Inc (RUM) in Q2 2026, closing a stake of 700 shares — an estimated $3.57K sold.

Root Financial Partners first reported a position in RUM in Q4 2025 and held it in 2 quarters. The position peaked at $9.48K in Q4 2025. 227 funds tracked by Wall St. Rank hold RUM as of Q2 2026.

  • Root Financial Partners reported no remaining RUM Group Inc position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 700 RUM Group Inc shares in Q2 2026, an estimated $3.57K.
  • Root Financial Partners first reported a position in RUM Group Inc in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's RUM Group Inc position peaked at $9.48K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.