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RBRK icon

Elevation Wealth Partners’s Rubrik RBRK Stock Holding History

Elevation 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 		$6.98K Hold
61
– – ﹤0.01% 1017
2026
Q2 		$4.9K Buy
61
+25
+69% +$1.57K ﹤0.01% 1023
2026
Q1 		$1.76K Buy
+36
New +$2.07K ﹤0.01% 930

Other funds holding RBRK

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

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

Elevation Wealth Partners held its Rubrik (RBRK) position steady in Q3 2026 at 61 shares worth $6.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

Elevation Wealth Partners first reported a position in RBRK in Q1 2026 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold RBRK as of Q3 2026.

  • Elevation Wealth Partners held 61 shares of Rubrik worth $6.98K as of Q3 2026.
  • Elevation Wealth Partners left its Rubrik share count unchanged in Q3 2026.
  • Rubrik made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1017 holding.
  • Elevation Wealth Partners first reported a position in Rubrik in Q1 2026 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held Rubrik as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.