Raymond James Financial
RBRK icon

Raymond James Financial’s Rubrik RBRK Stock Holding History

Raymond James Financial’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
Q1 		$125K Buy
+2,500
New +$143K ﹤0.01% 4994

Other funds holding RBRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Raymond James Financial's RBRK Position: Q1 2026 in Review

Raymond James Financial increased its Rubrik (RBRK) stake by 190% in Q1 2026, buying an estimated $8.81M and bringing the position to 234,507 shares worth $11M. The position accounts for ﹤0.01% of the portfolio, ranked #1942.

Raymond James Financial first reported a position in RBRK in Q4 2024 and has held it in 6 quarters since. The position peaked at $22.8M in Q2 2025. 463 funds tracked by Wall St. Rank hold RBRK as of Q1 2026.

  • Raymond James Financial held 234,507 shares of Rubrik worth $11M as of Q1 2026.
  • Raymond James Financial bought 153,587 Rubrik shares in Q1 2026, an estimated $8.81M.
  • Rubrik made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1942 holding.
  • Raymond James Financial first reported a position in Rubrik in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Rubrik position peaked at $22.8M in Q2 2025.
  • 463 funds tracked by Wall St. Rank held Rubrik as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.