Riverview Trust Company’s CubeSmart CUBE Stock Holding History

Riverview Trust Company’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 Q2	–	Sell	-320	Closed	-$13.7K	–	299
2025 Q1	$13.7K	Hold	320	–	–	0.01%	547
2024 Q4	$13.7K	Hold	320	–	–	0.01%	563
2024 Q3	$17.2K	Hold	320	–	–	0.02%	544
2024 Q2	$14.5K	Hold	320	–	–	0.01%	557
2024 Q1	$14.5K	Buy	+320	New	+$14.2K	0.01%	598
2023 Q4	–	Sell	-320	Closed	-$12.2K	–	213
2023 Q3	$12.2K	Hold	320	–	–	0.01%	632
2023 Q2	$14.3K	Hold	320	–	–	0.01%	560
2023 Q1	$14.8K	Hold	320	–	–	0.01%	483
2022 Q4	$13K	Buy	+320	New	+$12.9K	0.01%	557

Other funds holding CUBE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Riverview Trust Company's CUBE Position: Q2 2025 in Review

Riverview Trust Company sold out of CubeSmart (CUBE) in Q2 2025, closing a stake of 320 shares — an estimated $13.7K sold.

Riverview Trust Company first reported a position in CUBE in Q4 2022 and held it in 9 quarters. The position peaked at $17.2K in Q3 2024. 459 funds tracked by Wall St. Rank hold CUBE as of Q2 2025.

Riverview Trust Company reported no remaining CubeSmart position as of Q2 2025 after selling out during the quarter.
Riverview Trust Company sold 320 CubeSmart shares in Q2 2025, an estimated $13.7K.
Riverview Trust Company first reported a position in CubeSmart in Q4 2022 and held it in 9 quarters.
Riverview Trust Company's CubeSmart position peaked at $17.2K in Q3 2024.
459 funds tracked by Wall St. Rank held CubeSmart as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.