1900 Wealth Management’s Rubrik RBRK Stock Holding History

1900 Wealth Management’s Portfolio RBRK Stock Details RBRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$309K	Buy	+2,702	New	+$248K	0.02%	305

Other funds holding RBRK

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

1900 Wealth Management's RBRK Position: Q3 2026 in Review

1900 Wealth Management opened a new position in Rubrik (RBRK) in Q3 2026: 2,702 shares worth $309K. The stake represents 0.02% of the portfolio and ranks #305 among its holdings.

52 funds tracked by Wall St. Rank hold RBRK as of Q3 2026.

1900 Wealth Management held 2,702 shares of Rubrik worth $309K as of Q3 2026.
Rubrik was a new 1900 Wealth Management position in Q3 2026.
Rubrik made up 0.02% of 1900 Wealth Management's portfolio in Q3 2026, its #305 holding.
52 funds tracked by Wall St. Rank held Rubrik as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.