WoodTrust Financial’s Rubrik RBRK Stock Holding History

WoodTrust Financial’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	$515K	Hold	4,500	–	–	0.06%	114
2026 Q2	$361K	Buy	+4,500	New	+$283K	0.04%	140

Other funds holding RBRK

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

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

WoodTrust Financial's RBRK Position: Q3 2026 in Review

WoodTrust Financial held its Rubrik (RBRK) position steady in Q3 2026 at 4,500 shares worth $515K. The position accounts for 0.06% of the portfolio, ranked #114.

WoodTrust Financial first reported a position in RBRK in Q2 2026 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold RBRK as of Q3 2026.

WoodTrust Financial held 4,500 shares of Rubrik worth $515K as of Q3 2026.
WoodTrust Financial left its Rubrik share count unchanged in Q3 2026.
Rubrik made up 0.06% of WoodTrust Financial's portfolio in Q3 2026, its #114 holding.
WoodTrust Financial first reported a position in Rubrik in Q2 2026 and has held it in 2 quarters since.
27 funds tracked by Wall St. Rank held Rubrik as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.