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IFP Advisors’s Rubrik RBRK Stock Holding History

IFP 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 		$472K Buy
9,641
+805
+9% +$46.2K 0.01% 991
2025
Q4 		$676K Buy
8,836
+1,959
+28% +$150K 0.02% 814
2025
Q3 		$566K Buy
6,877
+4,206
+157% +$362K 0.01% 809
2025
Q2 		$239K Buy
2,671
+1,010
+61% +$79.8K 0.01% 1184
2025
Q1 		$101K Buy
1,661
+1,611
+3,222% +$110K ﹤0.01% 1519
2024
Q4 		$3.27K Buy
+50
New +$2.47K ﹤0.01% 2939

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

IFP Advisors's RBRK Position: Q1 2026 in Review

IFP Advisors increased its Rubrik (RBRK) stake by 9.1% in Q1 2026, buying an estimated $46.2K and bringing the position to 9,641 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #991.

IFP Advisors first reported a position in RBRK in Q4 2024 and has held it in 6 quarters since. The position peaked at $676K in Q4 2025. 462 funds tracked by Wall St. Rank hold RBRK as of Q1 2026.

  • IFP Advisors held 9,641 shares of Rubrik worth $472K as of Q1 2026.
  • IFP Advisors bought 805 Rubrik shares in Q1 2026, an estimated $46.2K.
  • Rubrik made up 0.01% of IFP Advisors's portfolio in Q1 2026, its #991 holding.
  • IFP Advisors first reported a position in Rubrik in Q4 2024 and has held it in 6 quarters since.
  • IFP Advisors's Rubrik position peaked at $676K in Q4 2025.
  • 462 funds tracked by Wall St. Rank held Rubrik as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.