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Pinnacle Wealth Planning Services’s Rubrik RBRK Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.2K Sell
15
-4
-21% -$252 ﹤0.01% 2556
2026
Q1 		$930 Buy
+19
New +$1.09K ﹤0.01% 2566

Other funds holding RBRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pinnacle Wealth Planning Services's RBRK Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Rubrik (RBRK) stake by 21% in Q2 2026, selling an estimated $252 and leaving 15 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2556.

Pinnacle Wealth Planning Services first reported a position in RBRK in Q1 2026 and has held it in 2 quarters since. 574 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

  • Pinnacle Wealth Planning Services held 15 shares of Rubrik worth $1.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 4 Rubrik shares in Q2 2026, an estimated $252.
  • Rubrik made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2556 holding.
  • Pinnacle Wealth Planning Services first reported a position in Rubrik in Q1 2026 and has held it in 2 quarters since.
  • 574 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.