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 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

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

Root Financial Partners's RBRK Position: Q2 2026 in Review

Root Financial Partners sold out of Rubrik (RBRK) in Q2 2026, closing a stake of 43 shares — an estimated $2.11K sold.

Root Financial Partners first reported a position in RBRK in Q4 2025 and held it in 2 quarters. The position peaked at $2.11K in Q1 2026. 574 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

Root Financial Partners reported no remaining Rubrik position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 43 Rubrik shares in Q2 2026, an estimated $2.11K.
Root Financial Partners first reported a position in Rubrik in Q4 2025 and held it in 2 quarters.
Root Financial Partners's Rubrik position peaked at $2.11K in Q1 2026.
574 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.