Winch Advisory Services’s RUM Group Inc RUM Stock Holding History

Winch Advisory Services’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	$3.36K	Hold	530	–	–	﹤0.01%	435
2026 Q1	$2.7K	Hold	530	–	–	﹤0.01%	407
2025 Q4	$3.35K	Hold	530	–	–	﹤0.01%	386
2025 Q3	$3.84K	Hold	530	–	–	﹤0.01%	381
2025 Q2	$4.76K	Hold	530	–	–	﹤0.01%	349
2025 Q1	$3.75K	Hold	530	–	–	﹤0.01%	360
2024 Q4	$6.89K	Hold	530	–	–	﹤0.01%	334
2024 Q3	$2.84K	Hold	530	–	–	﹤0.01%	355
2024 Q2	$2.94K	Hold	530	–	–	﹤0.01%	354
2024 Q1	$4.28K	Hold	530	–	–	﹤0.01%	322
2023 Q4	$2.38K	Hold	530	–	–	﹤0.01%	353
2023 Q3	$3K	Hold	530	–	–	﹤0.01%	339
2023 Q2	$5K	Buy	+530	New	+$4.99K	﹤0.01%	304

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

Winch Advisory Services's RUM Position: Q2 2026 in Review

Winch Advisory Services held its RUM Group Inc (RUM) position steady in Q2 2026 at 530 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Winch Advisory Services first reported a position in RUM in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.89K in Q4 2024. 227 funds tracked by Wall St. Rank hold RUM as of Q2 2026.

Winch Advisory Services held 530 shares of RUM Group Inc worth $3.36K as of Q2 2026.
Winch Advisory Services left its RUM Group Inc share count unchanged in Q2 2026.
RUM Group Inc made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #435 holding.
Winch Advisory Services first reported a position in RUM Group Inc in Q2 2023 and has held it in 13 quarters since.
Winch Advisory Services's RUM Group Inc position peaked at $6.89K in Q4 2024.
227 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.