West Paces Advisors’s Rubrik RBRK Stock Holding History

West Paces 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 Q3	$4.46K	Hold	39	–	–	﹤0.01%	465
2026 Q2	$3.13K	Buy	+39	New	+$2.45K	﹤0.01%	519

Other funds holding RBRK

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return

Renaissance Capital Stamford, Connecticut $145M AUM 53.16% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return

West Paces Advisors's RBRK Position: Q3 2026 in Review

West Paces Advisors held its Rubrik (RBRK) position steady in Q3 2026 at 39 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

West Paces Advisors 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.

West Paces Advisors held 39 shares of Rubrik worth $4.46K as of Q3 2026.
West Paces Advisors left its Rubrik share count unchanged in Q3 2026.
Rubrik made up ﹤0.01% of West Paces Advisors's portfolio in Q3 2026, its #465 holding.
West Paces Advisors 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 West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.