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Planning Strategies’s Rubrik RBRK Stock Holding History

Planning Strategies’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 		$963 Buy
+12
New +$755 ﹤0.01% 745

Other funds holding RBRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Planning Strategies's RBRK Position: Q2 2026 in Review

Planning Strategies opened a new position in Rubrik (RBRK) in Q2 2026: 12 shares worth $963. The stake represents ﹤0.01% of the portfolio and ranks #745 among its holdings.

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

  • Planning Strategies held 12 shares of Rubrik worth $963 as of Q2 2026.
  • Rubrik was a new Planning Strategies position in Q2 2026.
  • Rubrik made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #745 holding.
  • 534 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.