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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
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 $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

DHJJ Financial Advisors's RBRK Position: Q1 2026 in Review

DHJJ Financial Advisors increased its Rubrik (RBRK) stake by 75% in Q1 2026, buying an estimated $1.72K and bringing the position to 70 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

DHJJ Financial Advisors first reported a position in RBRK in Q3 2024 and has held it in 7 quarters since. 462 funds tracked by Wall St. Rank hold RBRK as of Q1 2026.

  • DHJJ Financial Advisors held 70 shares of Rubrik worth $3.43K as of Q1 2026.
  • DHJJ Financial Advisors bought 30 Rubrik shares in Q1 2026, an estimated $1.72K.
  • Rubrik made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #691 holding.
  • DHJJ Financial Advisors first reported a position in Rubrik in Q3 2024 and has held it in 7 quarters since.
  • 462 funds tracked by Wall St. Rank held Rubrik as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.