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Forum Financial Management’s Rubrik RBRK Stock Holding History

Forum Financial Management’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 		$335K Buy
+6,846
New +$393K ﹤0.01% 249

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

Forum Financial Management's RBRK Position: Q1 2026 in Review

Forum Financial Management opened a new position in Rubrik (RBRK) in Q1 2026: 6,846 shares worth $335K. The stake represents ﹤0.01% of the portfolio and ranks #249 among its holdings.

462 funds tracked by Wall St. Rank hold RBRK as of Q1 2026.

  • Forum Financial Management held 6,846 shares of Rubrik worth $335K as of Q1 2026.
  • Rubrik was a new Forum Financial Management position in Q1 2026.
  • Rubrik made up ﹤0.01% of Forum Financial Management's portfolio in Q1 2026, its #249 holding.
  • 462 funds tracked by Wall St. Rank held Rubrik as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.