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Callan Family Office’s Rubrik RBRK Stock Holding History

Callan Family Office’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 		$307K Buy
6,263
+174
+3% +$9.99K 0.01% 922
2025
Q4 		$466K Buy
6,089
+1,028
+20% +$78.9K 0.01% 802
2025
Q3 		$416K Buy
+5,061
New +$435K 0.01% 594

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

Callan Family Office's RBRK Position: Q1 2026 in Review

Callan Family Office increased its Rubrik (RBRK) stake by 2.9% in Q1 2026, buying an estimated $9.99K and bringing the position to 6,263 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #922.

Callan Family Office first reported a position in RBRK in Q3 2025 and has held it in 3 quarters since. The position peaked at $466K in Q4 2025. 462 funds tracked by Wall St. Rank hold RBRK as of Q1 2026.

  • Callan Family Office held 6,263 shares of Rubrik worth $307K as of Q1 2026.
  • Callan Family Office bought 174 Rubrik shares in Q1 2026, an estimated $9.99K.
  • Rubrik made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #922 holding.
  • Callan Family Office first reported a position in Rubrik in Q3 2025 and has held it in 3 quarters since.
  • Callan Family Office's Rubrik position peaked at $466K in Q4 2025.
  • 462 funds tracked by Wall St. Rank held Rubrik as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.