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Merit Financial Group’s CubeSmart CUBE Stock Holding History

Merit 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 		$1.9M Buy
47,751
+24,751
+108% +$985K 0.01% 775
2026
Q1 		$843K Buy
23,000
+6,803
+42% +$261K 0.01% 1070
2025
Q4 		$584K Buy
16,197
+5,240
+48% +$199K ﹤0.01% 1212
2025
Q3 		$445K Buy
10,957
+383
+4% +$15.6K ﹤0.01% 1248
2025
Q2 		$449K Buy
+10,574
New +$438K 0.01% 1149

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

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

Merit Financial Group increased its CubeSmart (CUBE) stake by 108% in Q2 2026, buying an estimated $985K and bringing the position to 47,751 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #775.

Merit Financial Group first reported a position in CUBE in Q2 2025 and has held it in 5 quarters since. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Merit Financial Group held 47,751 shares of CubeSmart worth $1.9M as of Q2 2026.
  • Merit Financial Group bought 24,751 CubeSmart shares in Q2 2026, an estimated $985K.
  • CubeSmart made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #775 holding.
  • Merit Financial Group first reported a position in CubeSmart in Q2 2025 and has held it in 5 quarters since.
  • 519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.