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Briaud Financial Planning’s CubeSmart CUBE Stock Holding History

Briaud Financial Planning’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 		– Sell
-227
Closed -$9K – 88
2025
Q2 		$9K Buy
+227
New +$9.41K ﹤0.01% 245

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

Briaud Financial Planning's CUBE Position: Q3 2025 in Review

Briaud Financial Planning sold out of CubeSmart (CUBE) in Q3 2025, closing a stake of 227 shares — an estimated $9K sold.

Briaud Financial Planning first reported a position in CUBE in Q2 2025 and held it in 1 quarter. The position peaked at $9K in Q2 2025. 477 funds tracked by Wall St. Rank hold CUBE as of Q3 2025.

  • Briaud Financial Planning reported no remaining CubeSmart position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 227 CubeSmart shares in Q3 2025, an estimated $9K.
  • Briaud Financial Planning first reported a position in CubeSmart in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's CubeSmart position peaked at $9K in Q2 2025.
  • 477 funds tracked by Wall St. Rank held CubeSmart as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.