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Abich Financial Wealth Management’s CubeSmart CUBE Stock Holding History

Abich Financial Wealth Management’s Portfolio CUBE Stock Details CUBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$172K Buy
+4,220
New +$172K 0.06% 143
2024
Q3 		$71.4K Sell
1,326
-115
-8% -$5.71K 0.16% 70
2024
Q2 		$65.1K Buy
1,441
+1,425
+8,906% +$61.5K 0.04% 132
2024
Q1 		$724 Hold
16
– – ﹤0.01% 418
2023
Q4 		$742 Buy
+16
New +$629 ﹤0.01% 386

Other funds holding CUBE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Abich Financial Wealth Management's CUBE Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in CubeSmart (CUBE) in Q3 2025: 4,220 shares worth $172K. The stake represents 0.06% of the portfolio and ranks #143 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in CUBE as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in CUBE in Q4 2023 and has held it in 5 quarters since. 477 funds tracked by Wall St. Rank hold CUBE as of Q3 2025.

  • Abich Financial Wealth Management held 4,220 shares of CubeSmart worth $172K as of Q3 2025.
  • CubeSmart was a new Abich Financial Wealth Management position in Q3 2025.
  • CubeSmart made up 0.06% of Abich Financial Wealth Management's portfolio in Q3 2025, its #143 holding.
  • Abich Financial Wealth Management first reported a position in CubeSmart in Q4 2023 and has held it in 5 quarters since.
  • 477 funds tracked by Wall St. Rank held CubeSmart as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.