VisionPoint Advisory Group
RBRK icon

VisionPoint Advisory Group’s Rubrik RBRK Stock Holding History

VisionPoint Advisory Group’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 		$397K Sell
3,472
-816
-19% -$75K 0.06% 285
2026
Q2 		$344K Buy
+4,288
New +$270K 0.06% 327

Other funds holding RBRK

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Slow Capital
Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return
Renaissance Capital
Renaissance Capital Stamford, Connecticut $145M AUM 53.16% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Effects
Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return

VisionPoint Advisory Group's RBRK Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Rubrik (RBRK) stake by 19% in Q3 2026, selling an estimated $75K and leaving 3,472 shares worth $397K. The position accounts for 0.06% of the portfolio, ranked #285.

VisionPoint Advisory Group first reported a position in RBRK in Q2 2026 and has held it in 2 quarters since. 131 funds tracked by Wall St. Rank hold RBRK as of Q3 2026.

  • VisionPoint Advisory Group held 3,472 shares of Rubrik worth $397K as of Q3 2026.
  • VisionPoint Advisory Group sold 816 Rubrik shares in Q3 2026, an estimated $75K.
  • Rubrik made up 0.06% of VisionPoint Advisory Group's portfolio in Q3 2026, its #285 holding.
  • VisionPoint Advisory Group first reported a position in Rubrik in Q2 2026 and has held it in 2 quarters since.
  • 131 funds tracked by Wall St. Rank held Rubrik as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.