LRI Investments’s Rubrik RBRK Stock Holding History

LRI Investments’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 Q2	$321	Buy	+4	New	+$252	﹤0.01%	1630

Other funds holding RBRK

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IEFM

IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return

LRI Investments's RBRK Position: Q2 2026 in Review

LRI Investments opened a new position in Rubrik (RBRK) in Q2 2026: 4 shares worth $321. The stake represents ﹤0.01% of the portfolio and ranks #1630 among its holdings.

179 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

LRI Investments held 4 shares of Rubrik worth $321 as of Q2 2026.
Rubrik was a new LRI Investments position in Q2 2026.
Rubrik made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1630 holding.
179 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.