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Patriot Financial Group Insurance Agency’s Rubrik RBRK Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-8,548
Closed -$419K – 712
2026
Q1 		$419K Buy
+8,548
New +$491K 0.02% 481

Other funds holding RBRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Patriot Financial Group Insurance Agency's RBRK Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Rubrik (RBRK) in Q2 2026, closing a stake of 8,548 shares — an estimated $419K sold.

Patriot Financial Group Insurance Agency first reported a position in RBRK in Q1 2026 and held it in 1 quarter. The position peaked at $419K in Q1 2026. 292 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Rubrik position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 8,548 Rubrik shares in Q2 2026, an estimated $419K.
  • Patriot Financial Group Insurance Agency first reported a position in Rubrik in Q1 2026 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Rubrik position peaked at $419K in Q1 2026.
  • 292 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.