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Wedmont Private Capital’s Rubrik RBRK Stock Holding History

Wedmont Private Capital’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 		$1.86M Sell
15,351
-703
-4% -$64.6K 0.04% 224
2026
Q2 		$1.35M Buy
16,054
+10,340
+181% +$650K 0.04% 274
2026
Q1 		$295K Buy
+5,714
New +$328K 0.01% 669

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
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
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Wedmont Private Capital's RBRK Position: Q3 2026 in Review

Wedmont Private Capital reduced its Rubrik (RBRK) stake by 4.4% in Q3 2026, selling an estimated $64.6K and leaving 15,351 shares worth $1.86M. The position accounts for 0.04% of the portfolio, ranked #224.

Wedmont Private Capital first reported a position in RBRK in Q1 2026 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold RBRK as of Q3 2026.

  • Wedmont Private Capital held 15,351 shares of Rubrik worth $1.86M as of Q3 2026.
  • Wedmont Private Capital sold 703 Rubrik shares in Q3 2026, an estimated $64.6K.
  • Rubrik made up 0.04% of Wedmont Private Capital's portfolio in Q3 2026, its #224 holding.
  • Wedmont Private Capital first reported a position in Rubrik in Q1 2026 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held Rubrik as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.