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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $94.8B AUM 24.11% 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 $2.9T AUM 29.55% 1-Year Est. Return

Root Financial Partners's RBRK Position: Q1 2026 in Review

Root Financial Partners increased its Rubrik (RBRK) stake by 65% in Q1 2026, buying an estimated $976 and bringing the position to 43 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #2293.

Root Financial Partners first reported a position in RBRK in Q4 2025 and has held it in 2 quarters since. 463 funds tracked by Wall St. Rank hold RBRK as of Q1 2026.

  • Root Financial Partners held 43 shares of Rubrik worth $2.11K as of Q1 2026.
  • Root Financial Partners bought 17 Rubrik shares in Q1 2026, an estimated $976.
  • Rubrik made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2293 holding.
  • Root Financial Partners first reported a position in Rubrik in Q4 2025 and has held it in 2 quarters since.
  • 463 funds tracked by Wall St. Rank held Rubrik as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.