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Merit Financial Group’s Rubrik RBRK Stock Holding History

Merit Financial Group’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 		$2.91M Buy
36,237
+31,767
+711% +$2M 0.02% 601
2026
Q1 		$219K Sell
4,470
-93
-2% -$5.34K ﹤0.01% 1864
2025
Q4 		$349K Buy
+4,563
New +$350K ﹤0.01% 1474

Other funds holding RBRK

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AA
Altrafin AG Zurich $255M AUM 21.67% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Merit Financial Group's RBRK Position: Q2 2026 in Review

Merit Financial Group increased its Rubrik (RBRK) stake by 711% in Q2 2026, buying an estimated $2M and bringing the position to 36,237 shares worth $2.91M. The position accounts for 0.02% of the portfolio, ranked #601.

Merit Financial Group first reported a position in RBRK in Q4 2025 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

  • Merit Financial Group held 36,237 shares of Rubrik worth $2.91M as of Q2 2026.
  • Merit Financial Group bought 31,767 Rubrik shares in Q2 2026, an estimated $2M.
  • Rubrik made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #601 holding.
  • Merit Financial Group first reported a position in Rubrik in Q4 2025 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.