Strategic Wealth Partners’s RUM Group Inc RUM Stock Holding History

Strategic Wealth 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	$63	Hold	10	–	–	﹤0.01%	1403
2026 Q1	$51	Hold	10	–	–	﹤0.01%	1417
2025 Q4	$63	Buy	+10	New	+$69	﹤0.01%	1404

Other funds holding RUM

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Strategic Wealth Partners's RUM Position: Q2 2026 in Review

Strategic Wealth Partners held its RUM Group Inc (RUM) position steady in Q2 2026 at 10 shares worth $63. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

Strategic Wealth Partners first reported a position in RUM in Q4 2025 and has held it in 3 quarters since. 228 funds tracked by Wall St. Rank hold RUM as of Q2 2026.

Strategic Wealth Partners held 10 shares of RUM Group Inc worth $63 as of Q2 2026.
Strategic Wealth Partners left its RUM Group Inc share count unchanged in Q2 2026.
RUM Group Inc made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1403 holding.
Strategic Wealth Partners first reported a position in RUM Group Inc in Q4 2025 and has held it in 3 quarters since.
228 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.