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Pinnacle Wealth Planning Services’s CubeSmart CUBE Stock Holding History

Pinnacle Wealth Planning Services’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 		$835 Hold
21
– – ﹤0.01% 2602
2026
Q1 		$770 Sell
21
-24
-53% -$921 ﹤0.01% 2588
2025
Q4 		$1.62K Buy
+45
New +$1.71K ﹤0.01% 2521
2021
Q1 		– Sell
-31
Closed -$1K – 724
2020
Q4 		$1K Buy
+31
New +$1.04K ﹤0.01% 2094

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

Pinnacle Wealth Planning Services's CUBE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its CubeSmart (CUBE) position steady in Q2 2026 at 21 shares worth $835. The position accounts for ﹤0.01% of the portfolio, ranked #2602.

Pinnacle Wealth Planning Services first reported a position in CUBE in Q4 2020 and has held it in 4 quarters since. The position peaked at $1.62K in Q4 2025. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 21 shares of CubeSmart worth $835 as of Q2 2026.
  • Pinnacle Wealth Planning Services left its CubeSmart share count unchanged in Q2 2026.
  • CubeSmart made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2602 holding.
  • Pinnacle Wealth Planning Services first reported a position in CubeSmart in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's CubeSmart position peaked at $1.62K in Q4 2025.
  • 519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.