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West Oak Capital’s RUM Group Inc RUM Stock Holding History

West Oak Capital’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
Q3 		$22 Hold
300
– – ﹤0.01% 242
2025
Q2 		$27 Hold
300
– – ﹤0.01% 267
2025
Q1 		$21 Hold
300
– – ﹤0.01% 271
2024
Q4 		$39K Hold
300
– – ﹤0.01% 265
2024
Q3 		$16 Buy
+300
New +$1.77K ﹤0.01% 277

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

West Oak Capital's RUM Position: Q3 2025 in Review

West Oak Capital held its RUM Group Inc (RUM) position steady in Q3 2025 at 300 shares worth $22. The position accounts for ﹤0.01% of the portfolio, ranked #242.

West Oak Capital first reported a position in RUM in Q3 2024 and has held it in 5 quarters since. The position peaked at $39K in Q4 2024. 221 funds tracked by Wall St. Rank hold RUM as of Q3 2025.

  • West Oak Capital held 300 shares of RUM Group Inc worth $22 as of Q3 2025.
  • West Oak Capital left its RUM Group Inc share count unchanged in Q3 2025.
  • RUM Group Inc made up ﹤0.01% of West Oak Capital's portfolio in Q3 2025, its #242 holding.
  • West Oak Capital first reported a position in RUM Group Inc in Q3 2024 and has held it in 5 quarters since.
  • West Oak Capital's RUM Group Inc position peaked at $39K in Q4 2024.
  • 221 funds tracked by Wall St. Rank held RUM Group Inc as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.