Focus Partners Wealth
RBRK icon

Focus Partners Wealth’s Rubrik RBRK Stock Holding History

Focus Partners Wealth’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 		$7.88M Buy
68,855
+13,482
+24% +$1.24M 0.01% 807
2026
Q2 		$4.45M Buy
55,373
+36,151
+188% +$2.27M ﹤0.01% 1014
2026
Q1 		$976K Buy
19,222
+997
+5% +$57.2K ﹤0.01% 1637
2025
Q4 		$1.39M Buy
18,225
+2,466
+16% +$189K ﹤0.01% 1483
2025
Q3 		$1.3M Buy
15,759
+4,720
+43% +$406K ﹤0.01% 1184
2025
Q2 		$989K Buy
+11,039
New +$873K ﹤0.01% 1146
2025
Q1 		– Sell
-3,941
Closed -$258K – 2047
2024
Q4 		$258K Buy
+3,941
New +$195K ﹤0.01% 1620

Other funds holding RBRK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Focus Partners Wealth increased its Rubrik (RBRK) stake by 24% in Q3 2026, buying an estimated $1.24M and bringing the position to 68,855 shares worth $7.88M. The position accounts for 0.01% of the portfolio, ranked #807.

Focus Partners Wealth first reported a position in RBRK in Q4 2024 and has held it in 7 quarters since. 517 funds tracked by Wall St. Rank hold RBRK as of Q3 2026.

  • Focus Partners Wealth held 68,855 shares of Rubrik worth $7.88M as of Q3 2026.
  • Focus Partners Wealth bought 13,482 Rubrik shares in Q3 2026, an estimated $1.24M.
  • Rubrik made up 0.01% of Focus Partners Wealth's portfolio in Q3 2026, its #807 holding.
  • Focus Partners Wealth first reported a position in Rubrik in Q4 2024 and has held it in 7 quarters since.
  • 517 funds tracked by Wall St. Rank held Rubrik as of Q3 2026.

Based on Focus Partners Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.