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Concurrent Investment Advisors’s Rubrik RBRK Stock Holding History

Concurrent Investment 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 		– Sell
-100
Closed -$7.65K – 2070
2025
Q4 		$7.65K Buy
+100
New +$7.67K ﹤0.01% 1769

Other funds holding RBRK

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RAM
Robocap Asset Management London, United Kingdom $124M AUM 95% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

Concurrent Investment Advisors's RBRK Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Rubrik (RBRK) stake by 48% in Q2 2026, buying an estimated $240K and bringing the position to 11,761 shares worth $944K. The position accounts for 0.01% of the portfolio, ranked #1035.

Concurrent Investment Advisors first reported a position in RBRK in Q4 2025 and has held it in 3 quarters since. 116 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

  • Concurrent Investment Advisors held 11,761 shares of Rubrik worth $944K as of Q2 2026.
  • Concurrent Investment Advisors bought 3,814 Rubrik shares in Q2 2026, an estimated $240K.
  • Rubrik made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1035 holding.
  • Concurrent Investment Advisors first reported a position in Rubrik in Q4 2025 and has held it in 3 quarters since.
  • 116 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.