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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
Q2 		$441K Buy
5,498
+4,022
+272% +$253K 0.01% 607
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 $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

EverSource Wealth Advisors's RBRK Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Rubrik (RBRK) stake by 272% in Q2 2026, buying an estimated $253K and bringing the position to 5,498 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #607.

EverSource Wealth Advisors first reported a position in RBRK in Q4 2024 and has held it in 7 quarters since. 575 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

  • EverSource Wealth Advisors held 5,498 shares of Rubrik worth $441K as of Q2 2026.
  • EverSource Wealth Advisors bought 4,022 Rubrik shares in Q2 2026, an estimated $253K.
  • Rubrik made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #607 holding.
  • EverSource Wealth Advisors first reported a position in Rubrik in Q4 2024 and has held it in 7 quarters since.
  • 575 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

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