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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
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

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

Steward Partners Investment Advisory's RUM Position: Q1 2026 in Review

Steward Partners Investment Advisory held its RUM Group Inc (RUM) position steady in Q1 2026 at 2,933 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #3372.

Steward Partners Investment Advisory first reported a position in RUM in Q1 2022 and has held it in 17 quarters since. The position peaked at $38.2K in Q4 2024. 204 funds tracked by Wall St. Rank hold RUM as of Q1 2026.

  • Steward Partners Investment Advisory held 2,933 shares of RUM Group Inc worth $15K as of Q1 2026.
  • Steward Partners Investment Advisory left its RUM Group Inc share count unchanged in Q1 2026.
  • RUM Group Inc made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3372 holding.
  • Steward Partners Investment Advisory first reported a position in RUM Group Inc in Q1 2022 and has held it in 17 quarters since.
  • Steward Partners Investment Advisory's RUM Group Inc position peaked at $38.2K in Q4 2024.
  • 204 funds tracked by Wall St. Rank held RUM Group Inc as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.