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Toth Financial Advisory’s Rubrik RBRK Stock Holding History

Toth Financial Advisory’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 		$22.9K Buy
+200
New +$18.4K ﹤0.01% 491
2024
Q3 		– Sell
-100
Closed -$3.07K – 785
2024
Q2 		$3.07K Buy
+100
New +$3.29K ﹤0.01% 566

Other funds holding RBRK

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Toth Financial Advisory's RBRK Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Rubrik (RBRK) in Q3 2026: 200 shares worth $22.9K. The stake represents ﹤0.01% of the portfolio and ranks #491 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in RBRK as recently as Q2 2024.

Toth Financial Advisory first reported a position in RBRK in Q2 2024 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold RBRK as of Q3 2026.

  • Toth Financial Advisory held 200 shares of Rubrik worth $22.9K as of Q3 2026.
  • Rubrik was a new Toth Financial Advisory position in Q3 2026.
  • Rubrik made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #491 holding.
  • Toth Financial Advisory first reported a position in Rubrik in Q2 2024 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held Rubrik as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.