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Whalen Wealth Management’s Rubrik RBRK Stock Holding History

Whalen Wealth Management’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 		$295K Buy
+2,578
New +$237K 0.13% 166
2024
Q4 		– Sell
-7,556
Closed -$243K – 181
2024
Q3 		$243K Buy
+7,556
New +$250K 0.17% 99

Other funds holding RBRK

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Whalen Wealth Management's RBRK Position: Q3 2026 in Review

Whalen Wealth Management opened a new position in Rubrik (RBRK) in Q3 2026: 2,578 shares worth $295K. The stake represents 0.13% of the portfolio and ranks #166 among its holdings. This is a return to the name: Whalen Wealth Management previously reported a position in RBRK as recently as Q3 2024.

Whalen Wealth Management first reported a position in RBRK in Q3 2024 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold RBRK as of Q3 2026.

  • Whalen Wealth Management held 2,578 shares of Rubrik worth $295K as of Q3 2026.
  • Rubrik was a new Whalen Wealth Management position in Q3 2026.
  • Rubrik made up 0.13% of Whalen Wealth Management's portfolio in Q3 2026, its #166 holding.
  • Whalen Wealth Management first reported a position in Rubrik in Q3 2024 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held Rubrik as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.