Kestra Advisory Services’s Rubrik RBRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$708K Sell
8,823
-2,735
-24% -$172K ﹤0.01% 2063
2026
Q1
$566K Buy
11,558
+1,294
+13% +$74.3K ﹤0.01% 2118
2025
Q4
$785K Buy
+10,264
New +$787K ﹤0.01% 1832

Other funds holding RBRK

Kestra Advisory Services's RBRK Position: Q2 2026 in Review

Kestra Advisory Services reduced its Rubrik (RBRK) stake by 24% in Q2 2026, selling an estimated $172K and leaving 8,823 shares worth $708K. The position accounts for ﹤0.01% of the portfolio, ranked #2063.

Kestra Advisory Services first reported a position in RBRK in Q4 2025 and has held it in 3 quarters since. The position peaked at $785K in Q4 2025. 575 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

  • Kestra Advisory Services held 8,823 shares of Rubrik worth $708K as of Q2 2026.
  • Kestra Advisory Services sold 2,735 Rubrik shares in Q2 2026, an estimated $172K.
  • Rubrik made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2063 holding.
  • Kestra Advisory Services first reported a position in Rubrik in Q4 2025 and has held it in 3 quarters since.
  • Kestra Advisory Services's Rubrik position peaked at $785K in Q4 2025.
  • 575 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.