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Teamwork Financial Advisors’s Rubrik RBRK Stock Holding History

Teamwork Financial Advisors’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
-16,642
Closed -$815K – 243
2026
Q1 		$815K Buy
16,642
+8,555
+106% +$491K 0.09% 110
2025
Q4 		$618K Buy
+8,087
New +$620K 0.06% 126

Other funds holding RBRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Teamwork Financial Advisors's RBRK Position: Q2 2026 in Review

Teamwork Financial Advisors sold out of Rubrik (RBRK) in Q2 2026, closing a stake of 16,642 shares — an estimated $815K sold.

Teamwork Financial Advisors first reported a position in RBRK in Q4 2025 and held it in 2 quarters. The position peaked at $815K in Q1 2026. 570 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

  • Teamwork Financial Advisors reported no remaining Rubrik position as of Q2 2026 after selling out during the quarter.
  • Teamwork Financial Advisors sold 16,642 Rubrik shares in Q2 2026, an estimated $815K.
  • Teamwork Financial Advisors first reported a position in Rubrik in Q4 2025 and held it in 2 quarters.
  • Teamwork Financial Advisors's Rubrik position peaked at $815K in Q1 2026.
  • 570 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.