Able Wealth Management’s Rubrik RBRK Stock Holding History

Able 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	$225K	Buy	+1,833	New	+$169K	0.05%	156

Other funds holding RBRK

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

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

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return

Renaissance Capital Stamford, Connecticut $145M AUM 53.16% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

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

Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return

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

Able Wealth Management opened a new position in Rubrik (RBRK) in Q3 2026: 1,833 shares worth $225K. The stake represents 0.05% of the portfolio and ranks #156 among its holdings.

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

Able Wealth Management held 1,833 shares of Rubrik worth $225K as of Q3 2026.
Rubrik was a new Able Wealth Management position in Q3 2026.
Rubrik made up 0.05% of Able Wealth Management's portfolio in Q3 2026, its #156 holding.
130 funds tracked by Wall St. Rank held Rubrik as of Q3 2026.

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