Commonwealth Equity Services’s Rubrik RBRK Stock Holding History

Commonwealth Equity Services’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	$425K	Buy	8,688 +1,938	+29%	+$111K	﹤0.01%	3356
2025 Q4	$516K	Sell	6,750 -21,535	-76%	-$1.65M	﹤0.01%	3156
2025 Q3	$2.33M	Buy	28,285 +12,229	+76%	+$1.05M	﹤0.01%	1879
2025 Q2	$1.44M	Buy	16,056 +272	+2%	+$21.5K	﹤0.01%	2274
2025 Q1	$963K	Buy	15,784 +3,940	+33%	+$269K	﹤0.01%	2488
2024 Q4	$774K	Sell	11,844 -6,167	-34%	-$305K	﹤0.01%	2605
2024 Q3	$579K	Buy	18,011 +1,595	+10%	+$52.8K	﹤0.01%	2768
2024 Q2	$503K	Buy	+16,416	New	+$540K	﹤0.01%	2832

Other funds holding RBRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Commonwealth Equity Services's RBRK Position: Q1 2026 in Review

Commonwealth Equity Services increased its Rubrik (RBRK) stake by 29% in Q1 2026, buying an estimated $111K and bringing the position to 8,688 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #3356.

Commonwealth Equity Services first reported a position in RBRK in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.33M in Q3 2025. 462 funds tracked by Wall St. Rank hold RBRK as of Q1 2026.

Commonwealth Equity Services held 8,688 shares of Rubrik worth $425K as of Q1 2026.
Commonwealth Equity Services bought 1,938 Rubrik shares in Q1 2026, an estimated $111K.
Rubrik made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3356 holding.
Commonwealth Equity Services first reported a position in Rubrik in Q2 2024 and has held it in 8 quarters since.
Commonwealth Equity Services's Rubrik position peaked at $2.33M in Q3 2025.
462 funds tracked by Wall St. Rank held Rubrik as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.