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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Larson Financial Group's CUBE Position: Q1 2026 in Review

Larson Financial Group increased its CubeSmart (CUBE) stake by 91% in Q1 2026, buying an estimated $20.1K and bringing the position to 1,102 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1459.

Larson Financial Group first reported a position in CUBE in Q1 2024 and has held it in 8 quarters since. The position peaked at $59.9K in Q2 2025. 483 funds tracked by Wall St. Rank hold CUBE as of Q1 2026.

Larson Financial Group held 1,102 shares of CubeSmart worth $40.4K as of Q1 2026.
Larson Financial Group bought 524 CubeSmart shares in Q1 2026, an estimated $20.1K.
CubeSmart made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1459 holding.
Larson Financial Group first reported a position in CubeSmart in Q1 2024 and has held it in 8 quarters since.
Larson Financial Group's CubeSmart position peaked at $59.9K in Q2 2025.
483 funds tracked by Wall St. Rank held CubeSmart as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.