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CUBE icon

BOK Financial’s CubeSmart CUBE Stock Holding History

BOK 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
2025
Q2 		– Sell
-36,772
Closed -$1.57M – 1185
2025
Q1 		$1.57M Sell
36,772
-23,382
-39% -$977K 0.03% 378
2024
Q4 		$2.42M Buy
60,154
+744
+1% +$35.7K 0.04% 308
2024
Q3 		$3.09M Buy
59,410
+148
+0.2% +$7.35K 0.05% 267
2024
Q2 		$2.68M Sell
59,262
-4,746
-7% -$205K 0.05% 305
2024
Q1 		$2.88M Buy
64,008
+2,782
+5% +$123K 0.05% 301
2023
Q4 		$2.84M Buy
61,226
+125
+0.2% +$4.91K 0.06% 285
2023
Q3 		$2.08M Sell
61,101
-8,544
-12% -$361K 0.05% 320
2023
Q2 		$3.11M Buy
69,645
+2,951
+4% +$134K 0.06% 267
2023
Q1 		$3.08M Buy
66,694
+34,394
+106% +$1.54M 0.06% 263
2022
Q4 		$1.3M Buy
32,300
+2,420
+8% +$97.4K 0.02% 453
2022
Q3 		$1.2M Buy
29,880
+1,347
+5% +$60.7K 0.02% 467
2022
Q2 		$1.22M Buy
28,533
+35
+0.1% +$1.61K 0.02% 485
2022
Q1 		$1.48M Sell
28,498
-383
-1% -$19.4K 0.02% 482
2021
Q4 		$1.64M Sell
28,881
-1,042
-3% -$56K 0.03% 459
2021
Q3 		$1.45M Buy
+29,923
New +$1.51M 0.02% 477
2021
Q1 		$1.57M Buy
41,542
+347
+0.8% +$12.5K 0.03% 440
2020
Q4 		$1.38M Buy
41,195
+137
+0.3% +$4.58K 0.03% 447
2020
Q3 		$1.33M Sell
41,058
-1,829
-4% -$55.3K 0.03% 402
2020
Q2 		$1.16M Buy
42,887
+667
+2% +$17.6K 0.03% 426
2020
Q1 		$1.13M Sell
42,220
-3,742
-8% -$112K 0.03% 396
2019
Q4 		$1.45M Sell
45,962
-6,182
-12% -$198K 0.03% 426
2019
Q3 		$1.82M Sell
52,144
-29,035
-36% -$1.01M 0.04% 373
2019
Q2 		$2.71M Sell
81,179
-2,741
-3% -$90K 0.07% 288
2019
Q1 		$2.69M Buy
83,920
+359
+0.4% +$10.9K 0.06% 285
2018
Q4 		$2.4M Buy
83,561
+2,861
+4% +$84K 0.07% 285
2018
Q3 		$2.3M Buy
80,700
+31,359
+64% +$959K 0.06% 343
2018
Q2 		$1.59M Buy
+49,341
New +$1.48M 0.04% 394

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

BOK Financial's CUBE Position: Q2 2025 in Review

BOK Financial sold out of CubeSmart (CUBE) in Q2 2025, closing a stake of 36,772 shares — an estimated $1.57M sold.

BOK Financial first reported a position in CUBE in Q2 2018 and held it in 27 quarters. The position peaked at $3.11M in Q2 2023. 459 funds tracked by Wall St. Rank hold CUBE as of Q2 2025.

  • BOK Financial reported no remaining CubeSmart position as of Q2 2025 after selling out during the quarter.
  • BOK Financial sold 36,772 CubeSmart shares in Q2 2025, an estimated $1.57M.
  • BOK Financial first reported a position in CubeSmart in Q2 2018 and held it in 27 quarters.
  • BOK Financial's CubeSmart position peaked at $3.11M in Q2 2023.
  • 459 funds tracked by Wall St. Rank held CubeSmart as of Q2 2025.

Based on BOK Financial's 13F filing for Q2 2025, filed 12 Aug 2025.