Curated Wealth Partners’s Rubrik RBRK Stock Holding History

Curated Wealth Partners’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 Q3	$1.15M	Buy	+10,069	New	+$926K	0.09%	111

Other funds holding RBRK

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Curated Wealth Partners's RBRK Position: Q3 2026 in Review

Curated Wealth Partners opened a new position in Rubrik (RBRK) in Q3 2026: 10,069 shares worth $1.15M. The stake represents 0.09% of the portfolio and ranks #111 among its holdings.

61 funds tracked by Wall St. Rank hold RBRK as of Q3 2026.

Curated Wealth Partners held 10,069 shares of Rubrik worth $1.15M as of Q3 2026.
Rubrik was a new Curated Wealth Partners position in Q3 2026.
Rubrik made up 0.09% of Curated Wealth Partners's portfolio in Q3 2026, its #111 holding.
61 funds tracked by Wall St. Rank held Rubrik as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.