Capstone Wealth Management (Alabama)’s CubeSmart CUBE Stock Holding History

Capstone Wealth Management (Alabama)’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	$322K	Buy	+8,105	New	+$323K	0.15%	108

Other funds holding CUBE

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s CUBE Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) opened a new position in CubeSmart (CUBE) in Q2 2026: 8,105 shares worth $322K. The stake represents 0.15% of the portfolio and ranks #108 among its holdings.

150 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Capstone Wealth Management (Alabama) held 8,105 shares of CubeSmart worth $322K as of Q2 2026.
CubeSmart was a new Capstone Wealth Management (Alabama) position in Q2 2026.
CubeSmart made up 0.15% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #108 holding.
150 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.