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Axxcess Wealth Management’s Rubrik RBRK Stock Holding History

Axxcess 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
Q2 		$256K Buy
+3,193
New +$201K ﹤0.01% 905
2025
Q4 		– Sell
-21,650
Closed -$1.78M – 1109
2025
Q3 		$1.78M Buy
+21,650
New +$1.86M 0.04% 342

Other funds holding RBRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Axxcess Wealth Management's RBRK Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Rubrik (RBRK) in Q2 2026: 3,193 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #905 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in RBRK as recently as Q3 2025.

Axxcess Wealth Management first reported a position in RBRK in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.78M in Q3 2025. 575 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

  • Axxcess Wealth Management held 3,193 shares of Rubrik worth $256K as of Q2 2026.
  • Rubrik was a new Axxcess Wealth Management position in Q2 2026.
  • Rubrik made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #905 holding.
  • Axxcess Wealth Management first reported a position in Rubrik in Q3 2025 and has held it in 2 quarters since.
  • Axxcess Wealth Management's Rubrik position peaked at $1.78M in Q3 2025.
  • 575 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.