Superior Planning, LLC’s Rubrik RBRK Stock Holding History

Superior Planning, LLC’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	$49.5K	Buy	+432	New	+$39.7K	0.02%	384

Other funds holding RBRK

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Superior Planning, LLC's RBRK Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Rubrik (RBRK) in Q3 2026: 432 shares worth $49.5K. The stake represents 0.02% of the portfolio and ranks #384 among its holdings.

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

Superior Planning, LLC held 432 shares of Rubrik worth $49.5K as of Q3 2026.
Rubrik was a new Superior Planning, LLC position in Q3 2026.
Rubrik made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #384 holding.
416 funds tracked by Wall St. Rank held Rubrik as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.