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Westfuller Advisors’s Rubrik RBRK Stock Holding History

Westfuller 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 		$12K Hold
150
– – ﹤0.01% 458
2026
Q1 		$7.35K Hold
150
– – ﹤0.01% 482
2025
Q4 		$11.5K Buy
150
+15
+11% +$1.15K ﹤0.01% 449
2025
Q3 		$11.1K Buy
+135
New +$11.6K 0.01% 442

Other funds holding RBRK

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return

Westfuller Advisors's RBRK Position: Q2 2026 in Review

Westfuller Advisors held its Rubrik (RBRK) position steady in Q2 2026 at 150 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Westfuller Advisors first reported a position in RBRK in Q3 2025 and has held it in 4 quarters since. 179 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

  • Westfuller Advisors held 150 shares of Rubrik worth $12K as of Q2 2026.
  • Westfuller Advisors left its Rubrik share count unchanged in Q2 2026.
  • Rubrik made up ﹤0.01% of Westfuller Advisors's portfolio in Q2 2026, its #458 holding.
  • Westfuller Advisors first reported a position in Rubrik in Q3 2025 and has held it in 4 quarters since.
  • 179 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.