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Rothschild Investment LLC’s RUM Group Inc RUM Stock Holding History

Rothschild Investment LLC’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 		$11.6K Buy
1,836
+300
+20% +$2.13K ﹤0.01% 1789
2026
Q1 		$7.83K Buy
1,536
+1,131
+279% +$6.5K ﹤0.01% 1817
2025
Q4 		$2.56K Buy
405
+105
+35% +$720 ﹤0.01% 2240
2025
Q3 		$2.17K Sell
300
-130
-30% -$1.06K ﹤0.01% 2174
2025
Q2 		$3.86K Buy
430
+130
+43% +$1.11K ﹤0.01% 1641
2025
Q1 		$2.12K Buy
+300
New +$3.13K ﹤0.01% 1862

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

Rothschild Investment LLC's RUM Position: Q2 2026 in Review

Rothschild Investment LLC increased its RUM Group Inc (RUM) stake by 20% in Q2 2026, buying an estimated $2.13K and bringing the position to 1,836 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1789.

Rothschild Investment LLC first reported a position in RUM in Q1 2025 and has held it in 6 quarters since. 227 funds tracked by Wall St. Rank hold RUM as of Q2 2026.

  • Rothschild Investment LLC held 1,836 shares of RUM Group Inc worth $11.6K as of Q2 2026.
  • Rothschild Investment LLC bought 300 RUM Group Inc shares in Q2 2026, an estimated $2.13K.
  • RUM Group Inc made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1789 holding.
  • Rothschild Investment LLC first reported a position in RUM Group Inc in Q1 2025 and has held it in 6 quarters since.
  • 227 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.