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Capital Financial Group’s CubeSmart CUBE Stock Holding History

Capital 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
2026
Q2 		$774K Buy
19,469
+10,048
+107% +$400K 0.41% 62
2026
Q1 		$345K Sell
9,421
-849
-8% -$32.6K 0.19% 87
2025
Q4 		$370K Buy
+10,270
New +$390K 0.21% 86

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 $3.37T AUM 44.26% 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

Capital Financial Group's CUBE Position: Q2 2026 in Review

Capital Financial Group increased its CubeSmart (CUBE) stake by 107% in Q2 2026, buying an estimated $400K and bringing the position to 19,469 shares worth $774K. The position accounts for 0.41% of the portfolio, ranked #62.

Capital Financial Group first reported a position in CUBE in Q4 2025 and has held it in 3 quarters since. 513 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Capital Financial Group held 19,469 shares of CubeSmart worth $774K as of Q2 2026.
  • Capital Financial Group bought 10,048 CubeSmart shares in Q2 2026, an estimated $400K.
  • CubeSmart made up 0.41% of Capital Financial Group's portfolio in Q2 2026, its #62 holding.
  • Capital Financial Group first reported a position in CubeSmart in Q4 2025 and has held it in 3 quarters since.
  • 513 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Capital Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.