Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s RUM Group Inc RUM Stock Holding History

Steward Partners Investment Advisory’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 		$18.6K Hold
2,933
– – ﹤0.01% 3443
2026
Q1 		$15K Hold
2,933
– – ﹤0.01% 3372
2025
Q4 		$18.5K Hold
2,933
– – ﹤0.01% 3172
2025
Q3 		$21.2K Sell
2,933
-125
-4% -$1.02K ﹤0.01% 3069
2025
Q2 		$27.5K Buy
3,058
+125
+4% +$1.07K ﹤0.01% 2775
2025
Q1 		$20.7K Hold
2,933
– – ﹤0.01% 2792
2024
Q4 		$38.2K Buy
2,933
+980
+50% +$6.97K ﹤0.01% 2480
2024
Q3 		$10.5K Buy
1,953
+20
+1% +$118 ﹤0.01% 2930
2024
Q2 		$10.7K Buy
1,933
+271
+16% +$1.75K ﹤0.01% 2797
2024
Q1 		$13.4K Sell
1,662
-197
-11% -$1.27K ﹤0.01% 2695
2023
Q4 		$8.35K Hold
1,859
– – ﹤0.01% 2777
2023
Q3 		$9.48K Hold
1,859
– – ﹤0.01% 2618
2023
Q2 		$16.6K Buy
1,859
+209
+13% +$1.97K ﹤0.01% 2375
2023
Q1 		$16.5K Hold
1,650
– – ﹤0.01% 2334
2022
Q4 		$9.82K Hold
1,650
– – ﹤0.01% 2546
2022
Q3 		$20K Buy
1,650
+500
+43% +$5.48K ﹤0.01% 2229
2022
Q2 		$11K Sell
1,150
-100
-8% -$1.09K ﹤0.01% 2495
2022
Q1 		$15K Buy
+1,250
New +$15.5K ﹤0.01% 2495

Other funds holding RUM

Cantor Fitzgerald
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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's RUM Position: Q2 2026 in Review

Steward Partners Investment Advisory held its RUM Group Inc (RUM) position steady in Q2 2026 at 2,933 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3443.

Steward Partners Investment Advisory first reported a position in RUM in Q1 2022 and has held it in 18 quarters since. The position peaked at $38.2K in Q4 2024. 227 funds tracked by Wall St. Rank hold RUM as of Q2 2026.

  • Steward Partners Investment Advisory held 2,933 shares of RUM Group Inc worth $18.6K as of Q2 2026.
  • Steward Partners Investment Advisory left its RUM Group Inc share count unchanged in Q2 2026.
  • RUM Group Inc made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3443 holding.
  • Steward Partners Investment Advisory first reported a position in RUM Group Inc in Q1 2022 and has held it in 18 quarters since.
  • Steward Partners Investment Advisory's RUM Group Inc position peaked at $38.2K in Q4 2024.
  • 227 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.