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Larson Financial Group’s CubeSmart CUBE Stock Holding History

Larson 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 		$98.8K Buy
2,484
+1,382
+125% +$55K ﹤0.01% 1192
2026
Q1 		$40.4K Buy
1,102
+524
+91% +$20.1K ﹤0.01% 1459
2025
Q4 		$20.8K Sell
578
-830
-59% -$31.5K ﹤0.01% 1699
2025
Q3 		$57.2K Sell
1,408
-1
-0.1% -$41 ﹤0.01% 1104
2025
Q2 		$59.9K Buy
1,409
+1,100
+356% +$45.6K ﹤0.01% 1012
2025
Q1 		$13.2K Buy
309
+71
+30% +$2.97K ﹤0.01% 1529
2024
Q4 		$10.2K Buy
238
+193
+429% +$9.25K ﹤0.01% 1481
2024
Q3 		$2.42K Buy
+45
New +$2.23K ﹤0.01% 1820
2024
Q2 		– Sell
-1,000
Closed -$45.2K – 2445
2024
Q1 		$45.2K Buy
+1,000
New +$44.3K ﹤0.01% 712

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

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

Larson Financial Group increased its CubeSmart (CUBE) stake by 125% in Q2 2026, buying an estimated $55K and bringing the position to 2,484 shares worth $98.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

Larson Financial Group first reported a position in CUBE in Q1 2024 and has held it in 9 quarters since. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Larson Financial Group held 2,484 shares of CubeSmart worth $98.8K as of Q2 2026.
  • Larson Financial Group bought 1,382 CubeSmart shares in Q2 2026, an estimated $55K.
  • CubeSmart made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1192 holding.
  • Larson Financial Group first reported a position in CubeSmart in Q1 2024 and has held it in 9 quarters since.
  • 519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.