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BFC Planning, Inc.’s CubeSmart CUBE Stock Holding History

BFC Planning, Inc.’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 		$151K Buy
3,793
+2,363
+165% +$94.1K 0.01% 1051
2026
Q1 		$52.4K Hold
1,430
– – ﹤0.01% 1320
2025
Q4 		$51.6K Hold
1,430
– – ﹤0.01% 1356
2025
Q3 		$58.1K Buy
1,430
+1,100
+333% +$44.8K ﹤0.01% 1126
2025
Q2 		$14K Hold
330
– – ﹤0.01% 1645
2025
Q1 		$14.1K Hold
330
– – ﹤0.01% 1615
2024
Q4 		$14.1K Buy
+330
New +$15.8K ﹤0.01% 1615

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 $3.38T AUM 44.17% 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

BFC Planning, Inc.'s CUBE Position: Q2 2026 in Review

BFC Planning, Inc. increased its CubeSmart (CUBE) stake by 165% in Q2 2026, buying an estimated $94.1K and bringing the position to 3,793 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #1051.

BFC Planning, Inc. first reported a position in CUBE in Q4 2024 and has held it in 7 quarters since. 522 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • BFC Planning, Inc. held 3,793 shares of CubeSmart worth $151K as of Q2 2026.
  • BFC Planning, Inc. bought 2,363 CubeSmart shares in Q2 2026, an estimated $94.1K.
  • CubeSmart made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1051 holding.
  • BFC Planning, Inc. first reported a position in CubeSmart in Q4 2024 and has held it in 7 quarters since.
  • 522 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.