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Nations Financial Group’s CubeSmart CUBE Stock Holding History

Nations 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
2025
Q3 		– Sell
-7,639
Closed -$325K – 718
2025
Q2 		$325K Buy
7,639
+89
+1% +$3.69K 0.02% 548
2025
Q1 		$322K Buy
7,550
+702
+10% +$29.3K 0.02% 521
2024
Q4 		$293K Sell
6,848
-11
-0.2% -$527 0.02% 552
2024
Q3 		$369K Buy
6,859
+408
+6% +$20.3K 0.03% 518
2024
Q2 		$291K Buy
6,451
+58
+0.9% +$2.5K 0.02% 542
2024
Q1 		$289K Buy
6,393
+1,640
+35% +$72.7K 0.02% 533
2023
Q4 		$220K Buy
+4,753
New +$187K 0.02% 576

Other funds holding CUBE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Nations Financial Group's CUBE Position: Q3 2025 in Review

Nations Financial Group sold out of CubeSmart (CUBE) in Q3 2025, closing a stake of 7,639 shares — an estimated $325K sold.

Nations Financial Group first reported a position in CUBE in Q4 2023 and held it in 7 quarters. The position peaked at $369K in Q3 2024. 478 funds tracked by Wall St. Rank hold CUBE as of Q3 2025.

  • Nations Financial Group reported no remaining CubeSmart position as of Q3 2025 after selling out during the quarter.
  • Nations Financial Group sold 7,639 CubeSmart shares in Q3 2025, an estimated $325K.
  • Nations Financial Group first reported a position in CubeSmart in Q4 2023 and held it in 7 quarters.
  • Nations Financial Group's CubeSmart position peaked at $369K in Q3 2024.
  • 478 funds tracked by Wall St. Rank held CubeSmart as of Q3 2025.

Based on Nations Financial Group's 13F filing for Q3 2025, filed 28 Oct 2025.