Root Financial Partners
RBRK icon

Root Financial Partners’s Rubrik RBRK Stock Holding History

Root Financial Partners’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
Q3 		$287K Buy
+2,510
New +$231K 0.01% 329
2026
Q2 		– Sell
-43
Closed -$2.11K – 3304
2026
Q1 		$2.11K Buy
43
+17
+65% +$976 ﹤0.01% 2293
2025
Q4 		$1.99K Buy
+26
New +$1.99K ﹤0.01% 1989

Other funds holding RBRK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Root Financial Partners's RBRK Position: Q3 2026 in Review

Root Financial Partners opened a new position in Rubrik (RBRK) in Q3 2026: 2,510 shares worth $287K. The stake represents 0.01% of the portfolio and ranks #329 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RBRK as recently as Q1 2026.

Root Financial Partners first reported a position in RBRK in Q4 2025 and has held it in 3 quarters since. 517 funds tracked by Wall St. Rank hold RBRK as of Q3 2026.

  • Root Financial Partners held 2,510 shares of Rubrik worth $287K as of Q3 2026.
  • Rubrik was a new Root Financial Partners position in Q3 2026.
  • Rubrik made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #329 holding.
  • Root Financial Partners first reported a position in Rubrik in Q4 2025 and has held it in 3 quarters since.
  • 517 funds tracked by Wall St. Rank held Rubrik as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.