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Bullock Wealth Management’s Rubrik RBRK Stock Holding History

Bullock 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 		$11.3K Hold
138
– – ﹤0.01% 427
2026
Q1 		$6.71K Hold
138
– – ﹤0.01% 465
2025
Q4 		$10.6K Hold
138
– – 0.01% 400
2025
Q3 		$11.4K Buy
+138
New +$11.9K 0.01% 403

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

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

Bullock Wealth Management held its Rubrik (RBRK) position steady in Q2 2026 at 138 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Bullock Wealth Management first reported a position in RBRK in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.4K in Q3 2025. 575 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

  • Bullock Wealth Management held 138 shares of Rubrik worth $11.3K as of Q2 2026.
  • Bullock Wealth Management left its Rubrik share count unchanged in Q2 2026.
  • Rubrik made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #427 holding.
  • Bullock Wealth Management first reported a position in Rubrik in Q3 2025 and has held it in 4 quarters since.
  • Bullock Wealth Management's Rubrik position peaked at $11.4K in Q3 2025.
  • 575 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.