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MJT & Associates Financial Advisory’s CubeSmart CUBE Stock Holding History

MJT & Associates Financial Advisory’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
Q3 		$2.44K Hold
65
– – ﹤0.01% 350
2026
Q2 		$2.59K Hold
65
– – ﹤0.01% 363
2026
Q1 		$2.38K Hold
65
– – ﹤0.01% 361
2025
Q4 		$2.34K Hold
65
– – ﹤0.01% 372
2025
Q3 		$2.64K Hold
65
– – ﹤0.01% 371
2025
Q2 		$2.76K Hold
65
– – ﹤0.01% 376
2025
Q1 		$2.78K Buy
+65
New +$2.72K ﹤0.01% 375

Other funds holding CUBE

VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MJT & Associates Financial Advisory's CUBE Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its CubeSmart (CUBE) position steady in Q3 2026 at 65 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

MJT & Associates Financial Advisory first reported a position in CUBE in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.78K in Q1 2025. 20 funds tracked by Wall St. Rank hold CUBE as of Q3 2026.

  • MJT & Associates Financial Advisory held 65 shares of CubeSmart worth $2.44K as of Q3 2026.
  • MJT & Associates Financial Advisory left its CubeSmart share count unchanged in Q3 2026.
  • CubeSmart made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #350 holding.
  • MJT & Associates Financial Advisory first reported a position in CubeSmart in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's CubeSmart position peaked at $2.78K in Q1 2025.
  • 20 funds tracked by Wall St. Rank held CubeSmart as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.