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Vision Retirement’s RUM Group Inc RUM Stock Holding History

Vision Retirement’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 		$1.58K Hold
250
– – ﹤0.01% 577
2026
Q1 		$1.27K Sell
250
-2,007
-89% -$11.5K ﹤0.01% 587
2025
Q4 		$14.3K Buy
+2,257
New +$15.5K ﹤0.01% 376

Other funds holding RUM

CF
Cantor Fitzgerald New York $9.23B AUM 74.49% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Vision Retirement's RUM Position: Q2 2026 in Review

Vision Retirement held its RUM Group Inc (RUM) position steady in Q2 2026 at 250 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Vision Retirement first reported a position in RUM in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.3K in Q4 2025. 217 funds tracked by Wall St. Rank hold RUM as of Q2 2026.

  • Vision Retirement held 250 shares of RUM Group Inc worth $1.58K as of Q2 2026.
  • Vision Retirement left its RUM Group Inc share count unchanged in Q2 2026.
  • RUM Group Inc made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #577 holding.
  • Vision Retirement first reported a position in RUM Group Inc in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's RUM Group Inc position peaked at $14.3K in Q4 2025.
  • 217 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.