FFA
CUBE icon

Farther Finance Advisors’s CubeSmart CUBE Stock Holding History

Farther Finance Advisors’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
Q1 		$103K Buy
2,828
+871
+45% +$33.4K ﹤0.01% 2489
2025
Q4 		$70.5K Sell
1,957
-151
-7% -$5.74K ﹤0.01% 2573
2025
Q3 		$85.7K Buy
2,108
+193
+10% +$7.86K ﹤0.01% 2123
2025
Q2 		$81.4K Buy
1,915
+118
+7% +$4.89K ﹤0.01% 1866
2025
Q1 		$75.5K Buy
1,797
+1,468
+446% +$61.3K ﹤0.01% 1675
2024
Q4 		$14.1K Hold
329
– – ﹤0.01% 2227
2024
Q3 		$17.7K Buy
329
+18
+6% +$894 ﹤0.01% 2139
2024
Q2 		$13.6K Buy
311
+29
+10% +$1.25K ﹤0.01% 1944
2024
Q1 		$12.7K Sell
282
-343
-55% -$15.2K ﹤0.01% 1657
2023
Q4 		$29K Buy
625
+151
+32% +$5.93K ﹤0.01% 1220
2023
Q3 		$18.1K Buy
474
+234
+98% +$9.88K ﹤0.01% 1109
2023
Q2 		$10.7K Hold
240
– – ﹤0.01% 1171
2023
Q1 		$11.1K Hold
240
– – ﹤0.01% 1081
2022
Q4 		$9.66K Buy
+240
New +$9.66K ﹤0.01% 952

Other funds holding CUBE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $1.47T AUM 27.86% 1-Year Est. Return