AMG National Trust Bank’s CubeSmart CUBE Stock Holding History

AMG National Trust Bank’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	–	Sell	-43,642	Closed	-$1.6M	–	458
2026 Q1	$1.6M	Sell	43,642 -1,168	-3%	-$44.8K	0.03%	256
2025 Q4	$1.62M	Buy	44,810 +4,323	+11%	+$164K	0.04%	244
2025 Q3	$1.65M	Buy	40,487 +247	+0.6%	+$10.1K	0.04%	237
2025 Q2	$1.71M	Buy	+40,240	New	+$1.67M	0.04%	216

Other funds holding CUBE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

AMG National Trust Bank's CUBE Position: Q2 2026 in Review

AMG National Trust Bank sold out of CubeSmart (CUBE) in Q2 2026, closing a stake of 43,642 shares — an estimated $1.6M sold.

AMG National Trust Bank first reported a position in CUBE in Q2 2025 and held it in 4 quarters. The position peaked at $1.71M in Q2 2025. 235 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

AMG National Trust Bank reported no remaining CubeSmart position as of Q2 2026 after selling out during the quarter.
AMG National Trust Bank sold 43,642 CubeSmart shares in Q2 2026, an estimated $1.6M.
AMG National Trust Bank first reported a position in CubeSmart in Q2 2025 and held it in 4 quarters.
AMG National Trust Bank's CubeSmart position peaked at $1.71M in Q2 2025.
235 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.