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Beacon Pointe Advisors’s Rubrik RBRK Stock Holding History

Beacon Pointe Advisors’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
Q1 		$19.2M Buy
392,054
+1,834
+0.5% +$105K 0.1% 191
2025
Q4 		$29.8M Buy
390,220
+3
+0% +$230 0.21% 109
2025
Q3 		$32.1M Buy
+390,217
New +$33.5M 0.27% 81

Other funds holding RBRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Beacon Pointe Advisors's RBRK Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Rubrik (RBRK) stake by 0.47% in Q1 2026, buying an estimated $105K and bringing the position to 392,054 shares worth $19.2M. The position accounts for 0.1% of the portfolio, ranked #191.

Beacon Pointe Advisors first reported a position in RBRK in Q3 2025 and has held it in 3 quarters since. The position peaked at $32.1M in Q3 2025. 462 funds tracked by Wall St. Rank hold RBRK as of Q1 2026.

  • Beacon Pointe Advisors held 392,054 shares of Rubrik worth $19.2M as of Q1 2026.
  • Beacon Pointe Advisors bought 1,834 Rubrik shares in Q1 2026, an estimated $105K.
  • Rubrik made up 0.1% of Beacon Pointe Advisors's portfolio in Q1 2026, its #191 holding.
  • Beacon Pointe Advisors first reported a position in Rubrik in Q3 2025 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's Rubrik position peaked at $32.1M in Q3 2025.
  • 462 funds tracked by Wall St. Rank held Rubrik as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.