James T. Borello
RBRK icon

James T. Borello’s Rubrik RBRK Stock Holding History

James T. Borello’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 		$4.24K Hold
37
– – ﹤0.01% 821
2026
Q2 		$2.97K Buy
37
+36
+3,600% +$2.26K ﹤0.01% 884
2026
Q1 		$49 Sell
1
-20
-95% -$1.15K ﹤0.01% 1198
2025
Q4 		$1.61K Buy
+21
New +$1.61K ﹤0.01% 823

Other funds holding RBRK

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

James T. Borello's RBRK Position: Q3 2026 in Review

James T. Borello held its Rubrik (RBRK) position steady in Q3 2026 at 37 shares worth $4.24K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

James T. Borello first reported a position in RBRK in Q4 2025 and has held it in 4 quarters since. 193 funds tracked by Wall St. Rank hold RBRK as of Q3 2026.

  • James T. Borello held 37 shares of Rubrik worth $4.24K as of Q3 2026.
  • James T. Borello left its Rubrik share count unchanged in Q3 2026.
  • Rubrik made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #821 holding.
  • James T. Borello first reported a position in Rubrik in Q4 2025 and has held it in 4 quarters since.
  • 193 funds tracked by Wall St. Rank held Rubrik as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.