PWG
RBRK icon

Portside Wealth Group’s Rubrik RBRK Stock Holding History

Portside Wealth 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 		$749K Buy
9,332
+1,360
+17% +$85.5K 0.09% 228
2026
Q1 		$390K Buy
+7,972
New +$458K 0.05% 313

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

Portside Wealth Group's RBRK Position: Q2 2026 in Review

Portside Wealth Group increased its Rubrik (RBRK) stake by 17% in Q2 2026, buying an estimated $85.5K and bringing the position to 9,332 shares worth $749K. The position accounts for 0.09% of the portfolio, ranked #228.

Portside Wealth Group first reported a position in RBRK in Q1 2026 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

  • Portside Wealth Group held 9,332 shares of Rubrik worth $749K as of Q2 2026.
  • Portside Wealth Group bought 1,360 Rubrik shares in Q2 2026, an estimated $85.5K.
  • Rubrik made up 0.09% of Portside Wealth Group's portfolio in Q2 2026, its #228 holding.
  • Portside Wealth Group first reported a position in Rubrik in Q1 2026 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.