Advocate Investing Services’s Rubrik RBRK Stock Holding History

Advocate Investing Services’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	$48.2K	Hold	600	–	–	0.04%	170
2026 Q1	$29.4K	Buy	600 +100	+20%	+$5.74K	0.02%	182
2025 Q4	$38.2K	Buy	+500	New	+$38.4K	0.03%	157

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

Advocate Investing Services's RBRK Position: Q2 2026 in Review

Advocate Investing Services held its Rubrik (RBRK) position steady in Q2 2026 at 600 shares worth $48.2K. The position accounts for 0.04% of the portfolio, ranked #170.

Advocate Investing Services first reported a position in RBRK in Q4 2025 and has held it in 3 quarters since. 570 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

Advocate Investing Services held 600 shares of Rubrik worth $48.2K as of Q2 2026.
Advocate Investing Services left its Rubrik share count unchanged in Q2 2026.
Rubrik made up 0.04% of Advocate Investing Services's portfolio in Q2 2026, its #170 holding.
Advocate Investing Services first reported a position in Rubrik in Q4 2025 and has held it in 3 quarters since.
570 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.