AF
CUBE icon

Allworth Financial’s CubeSmart CUBE Stock Holding History

Allworth Financial’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
2026
Q2 		$518K Buy
13,019
+8,943
+219% +$356K ﹤0.01% 969
2026
Q1 		$149K Buy
4,076
+2,983
+273% +$114K ﹤0.01% 1581
2025
Q4 		$39.4K Buy
1,093
+32
+3% +$1.22K ﹤0.01% 2349
2025
Q3 		$43.1K Buy
1,061
+65
+7% +$2.65K ﹤0.01% 2203
2025
Q2 		$42.3K Buy
996
+60
+6% +$2.49K ﹤0.01% 2053
2025
Q1 		$37.4K Buy
936
+501
+115% +$20.9K ﹤0.01% 1704
2024
Q4 		$17.7K Buy
435
+7
+2% +$336 ﹤0.01% 2172
2024
Q3 		$23K Sell
428
-56
-12% -$2.78K ﹤0.01% 1823
2024
Q2 		$23.2K Buy
484
+26
+6% +$1.12K ﹤0.01% 1792
2024
Q1 		$20.7K Hold
458
– – ﹤0.01% 1755
2023
Q4 		$21.2K Sell
458
-316
-41% -$12.4K ﹤0.01% 1617
2023
Q3 		$29.5K Buy
774
+20
+3% +$844 ﹤0.01% 1318
2023
Q2 		$33.7K Sell
754
-16
-2% -$726 ﹤0.01% 1271
2023
Q1 		$35.6K Buy
770
+55
+8% +$2.47K ﹤0.01% 1195
2022
Q4 		$28.8K Buy
715
+270
+61% +$10.9K ﹤0.01% 1212
2022
Q3 		$18K Sell
445
-148
-25% -$6.67K ﹤0.01% 1336
2022
Q2 		$25K Buy
593
+193
+48% +$8.88K ﹤0.01% 1142
2022
Q1 		$21K Sell
400
-7
-2% -$354 ﹤0.01% 1237
2021
Q4 		$23K Buy
+407
New +$21.9K ﹤0.01% 1059

Other funds holding CUBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Allworth Financial's CUBE Position: Q2 2026 in Review

Allworth Financial increased its CubeSmart (CUBE) stake by 219% in Q2 2026, buying an estimated $356K and bringing the position to 13,019 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Allworth Financial first reported a position in CUBE in Q4 2021 and has held it in 19 quarters since. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Allworth Financial held 13,019 shares of CubeSmart worth $518K as of Q2 2026.
  • Allworth Financial bought 8,943 CubeSmart shares in Q2 2026, an estimated $356K.
  • CubeSmart made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #969 holding.
  • Allworth Financial first reported a position in CubeSmart in Q4 2021 and has held it in 19 quarters since.
  • 519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.