Principia Wealth Advisory’s Rubrik RBRK Stock Holding History

Principia Wealth Advisory’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	$562	Buy	7 +3	+75%	+$189	﹤0.01%	875
2026 Q1	$196	Buy	+4	New	+$230	﹤0.01%	957

Other funds holding RBRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principia Wealth Advisory's RBRK Position: Q2 2026 in Review

Principia Wealth Advisory increased its Rubrik (RBRK) stake by 75% in Q2 2026, buying an estimated $189 and bringing the position to 7 shares worth $562. The position accounts for ﹤0.01% of the portfolio, ranked #875.

Principia Wealth Advisory first reported a position in RBRK in Q1 2026 and has held it in 2 quarters since. 573 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

Principia Wealth Advisory held 7 shares of Rubrik worth $562 as of Q2 2026.
Principia Wealth Advisory bought 3 Rubrik shares in Q2 2026, an estimated $189.
Rubrik made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #875 holding.
Principia Wealth Advisory first reported a position in Rubrik in Q1 2026 and has held it in 2 quarters since.
573 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.