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Strategic Investment Solutions’s RUM Group Inc RUM Stock Holding History

Strategic Investment Solutions’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
2025
Q4 		– Sell
-699
Closed -$5.06K – 655
2025
Q3 		$5.06K Hold
699
– – ﹤0.01% 444
2025
Q2 		$6.28K Hold
699
– – ﹤0.01% 411
2025
Q1 		$4.94K Hold
699
– – ﹤0.01% 444
2024
Q4 		$9.09K Hold
699
– – ﹤0.01% 390
2024
Q3 		$3.75K Hold
699
– – ﹤0.01% 460
2024
Q2 		$4.42K Buy
+699
New +$4.5K ﹤0.01% 432

Other funds holding RUM

CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Strategic Investment Solutions's RUM Position: Q4 2025 in Review

Strategic Investment Solutions sold out of RUM Group Inc (RUM) in Q4 2025, closing a stake of 699 shares — an estimated $5.06K sold.

Strategic Investment Solutions first reported a position in RUM in Q2 2024 and held it in 6 quarters. The position peaked at $9.09K in Q4 2024. 214 funds tracked by Wall St. Rank hold RUM as of Q4 2025.

  • Strategic Investment Solutions reported no remaining RUM Group Inc position as of Q4 2025 after selling out during the quarter.
  • Strategic Investment Solutions sold 699 RUM Group Inc shares in Q4 2025, an estimated $5.06K.
  • Strategic Investment Solutions first reported a position in RUM Group Inc in Q2 2024 and held it in 6 quarters.
  • Strategic Investment Solutions's RUM Group Inc position peaked at $9.09K in Q4 2024.
  • 214 funds tracked by Wall St. Rank held RUM Group Inc as of Q4 2025.

Based on Strategic Investment Solutions's 13F filing for Q4 2025, filed 27 Feb 2026.