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EverSource Wealth Advisors’s Rubrik RBRK Stock Holding History

EverSource Wealth 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 		$72.3K Buy
1,476
+1,062
+257% +$61K ﹤0.01% 1633
2025
Q4 		$31.7K Buy
414
+49
+13% +$3.76K ﹤0.01% 2068
2025
Q3 		$30K Buy
365
+340
+1,360% +$29.2K ﹤0.01% 2054
2025
Q2 		$2.24K Buy
25
+5
+25% +$395 ﹤0.01% 3477
2025
Q1 		$1.22K Buy
20
+13
+186% +$887 ﹤0.01% 3154
2024
Q4 		$458 Buy
+7
New +$346 ﹤0.01% 3226

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

EverSource Wealth Advisors's RBRK Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Rubrik (RBRK) stake by 257% in Q1 2026, buying an estimated $61K and bringing the position to 1,476 shares worth $72.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1633.

EverSource Wealth Advisors first reported a position in RBRK in Q4 2024 and has held it in 6 quarters since. 462 funds tracked by Wall St. Rank hold RBRK as of Q1 2026.

  • EverSource Wealth Advisors held 1,476 shares of Rubrik worth $72.3K as of Q1 2026.
  • EverSource Wealth Advisors bought 1,062 Rubrik shares in Q1 2026, an estimated $61K.
  • Rubrik made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1633 holding.
  • EverSource Wealth Advisors first reported a position in Rubrik in Q4 2024 and has held it in 6 quarters since.
  • 462 funds tracked by Wall St. Rank held Rubrik as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.