Beese Fulmer Investment Management’s Rubrik RBRK Stock Holding History

Beese Fulmer Investment 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	$368K	Buy	+4,584	New	+$288K	0.02%	255

Other funds holding RBRK

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IEFM

IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return

Beese Fulmer Investment Management's RBRK Position: Q2 2026 in Review

Beese Fulmer Investment Management opened a new position in Rubrik (RBRK) in Q2 2026: 4,584 shares worth $368K. The stake represents 0.02% of the portfolio and ranks #255 among its holdings.

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

Beese Fulmer Investment Management held 4,584 shares of Rubrik worth $368K as of Q2 2026.
Rubrik was a new Beese Fulmer Investment Management position in Q2 2026.
Rubrik made up 0.02% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #255 holding.
179 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.