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DHJJ Financial Advisors’s Rubrik RBRK Stock Holding History

DHJJ Financial 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
Q2 		$3.21K Sell
40
-30
-43% -$1.89K ﹤0.01% 705
2026
Q1 		$3.43K Buy
70
+30
+75% +$1.72K ﹤0.01% 691
2025
Q4 		$3.06K Buy
40
+20
+100% +$1.53K ﹤0.01% 680
2025
Q3 		$1.65K Buy
20
+5
+33% +$430 ﹤0.01% 705
2025
Q2 		$1.34K Sell
15
-10
-40% -$791 ﹤0.01% 710
2025
Q1 		$1.52K Hold
25
– – ﹤0.01% 656
2024
Q4 		$1.63K Hold
25
– – ﹤0.01% 624
2024
Q3 		$804 Buy
+25
New +$828 ﹤0.01% 665

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

DHJJ Financial Advisors's RBRK Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Rubrik (RBRK) stake by 43% in Q2 2026, selling an estimated $1.89K and leaving 40 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

DHJJ Financial Advisors first reported a position in RBRK in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.43K in Q1 2026. 575 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

  • DHJJ Financial Advisors held 40 shares of Rubrik worth $3.21K as of Q2 2026.
  • DHJJ Financial Advisors sold 30 Rubrik shares in Q2 2026, an estimated $1.89K.
  • Rubrik made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #705 holding.
  • DHJJ Financial Advisors first reported a position in Rubrik in Q3 2024 and has held it in 8 quarters since.
  • DHJJ Financial Advisors's Rubrik position peaked at $3.43K in Q1 2026.
  • 575 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.