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Planning Strategies Inc.’s Rubrik RBRK Stock Holding History

Planning Strategies Inc.’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 		$963 Buy
+12
New +$755 ﹤0.01% 745

Other funds holding RBRK

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
RAM
Robocap Asset Management London, United Kingdom $124M AUM 95% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Planning Strategies Inc.'s RBRK Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Rubrik (RBRK) in Q2 2026: 12 shares worth $963. The stake represents ﹤0.01% of the portfolio and ranks #745 among its holdings.

160 funds tracked by Wall St. Rank hold RBRK as of Q2 2026.

  • Planning Strategies Inc. held 12 shares of Rubrik worth $963 as of Q2 2026.
  • Rubrik was a new Planning Strategies Inc. position in Q2 2026.
  • Rubrik made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #745 holding.
  • 160 funds tracked by Wall St. Rank held Rubrik as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.