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Albion Financial Group’s CubeSmart CUBE Stock Holding History

Albion Financial Group’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
Q2 		– Sell
-56,911
Closed -$2.43M – 593
2025
Q1 		$2.43M Sell
56,911
-29,753
-34% -$1.24M 0.17% 82
2024
Q4 		$3.71M Sell
86,664
-2,593
-3% -$124K 0.25% 70
2024
Q3 		$4.8M Buy
89,257
+3,710
+4% +$184K 0.33% 62
2024
Q2 		$3.86M Buy
85,547
+4,019
+5% +$173K 0.29% 63
2024
Q1 		$3.69M Buy
81,528
+2,020
+3% +$89.6K 0.28% 64
2023
Q4 		$3.69M Buy
79,508
+254
+0.3% +$9.98K 0.3% 61
2023
Q3 		$3.02M Buy
79,254
+28,389
+56% +$1.2M 0.28% 66
2023
Q2 		$2.27M Buy
50,865
+6,649
+15% +$302K 0.2% 74
2023
Q1 		$2.04M Buy
44,216
+1,095
+3% +$49.1K 0.19% 75
2022
Q4 		$1.74M Buy
43,121
+2,131
+5% +$85.8K 0.17% 80
2022
Q3 		$1.64M Buy
40,990
+1,982
+5% +$89.3K 0.17% 81
2022
Q2 		$1.67M Buy
39,008
+3,480
+10% +$160K 0.17% 86
2022
Q1 		$1.85M Buy
35,528
+5,770
+19% +$292K 0.16% 85
2021
Q4 		$1.69M Buy
29,758
+1,157
+4% +$62.2K 0.13% 92
2021
Q3 		$1.39M Sell
28,601
-1,750
-6% -$88.3K 0.12% 106
2021
Q2 		$1.41M Buy
+30,351
New +$1.31M 0.12% 105
2020
Q4 		$849K Buy
25,265
+2,050
+9% +$68.6K 0.08% 115
2020
Q3 		$750K Buy
23,215
+1,655
+8% +$50K 0.08% 125
2020
Q2 		$582K Buy
21,560
+3,880
+22% +$103K 0.07% 136
2020
Q1 		$474K Buy
17,680
+1,280
+8% +$38.4K 0.07% 132
2019
Q4 		$516K Buy
16,400
+9,830
+150% +$316K 0.06% 144
2019
Q3 		$229K Buy
6,570
+70
+1% +$2.44K 0.03% 183
2019
Q2 		$217K Buy
+6,500
New +$213K 0.03% 190

Other funds holding CUBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Albion Financial Group's CUBE Position: Q2 2025 in Review

Albion Financial Group sold out of CubeSmart (CUBE) in Q2 2025, closing a stake of 56,911 shares — an estimated $2.43M sold.

Albion Financial Group first reported a position in CUBE in Q2 2019 and held it in 23 quarters. The position peaked at $4.8M in Q3 2024. 459 funds tracked by Wall St. Rank hold CUBE as of Q2 2025.

  • Albion Financial Group reported no remaining CubeSmart position as of Q2 2025 after selling out during the quarter.
  • Albion Financial Group sold 56,911 CubeSmart shares in Q2 2025, an estimated $2.43M.
  • Albion Financial Group first reported a position in CubeSmart in Q2 2019 and held it in 23 quarters.
  • Albion Financial Group's CubeSmart position peaked at $4.8M in Q3 2024.
  • 459 funds tracked by Wall St. Rank held CubeSmart as of Q2 2025.

Based on Albion Financial Group's 13F filing for Q2 2025, filed 17 Jul 2025.