Action Point Financial Planning’s Rubrik RBRK Stock Holding History

Action Point Financial Planning’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 Q2	$3.69K	Buy	+48	New	+$3.02K	﹤0.01%	1955

Other funds holding RBRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

Action Point Financial Planning's RBRK Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Rubrik (RBRK) in Q2 2026: 48 shares worth $3.69K. The stake represents ﹤0.01% of the portfolio and ranks #1955 among its holdings.

569 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

Action Point Financial Planning held 48 shares of Rubrik worth $3.69K as of Q2 2026.
Rubrik was a new Action Point Financial Planning position in Q2 2026.
Rubrik made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1955 holding.
569 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.