Root Financial Partners
CUBE icon

Root Financial Partners’s CubeSmart CUBE Stock Holding History

Root Financial Partners’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 		$64.8K Buy
+1,725
New +$69.7K ﹤0.01% 949
2026
Q2 		– Sell
-13
Closed -$476 – 1046
2026
Q1 		$476 Hold
13
– – ﹤0.01% 2881
2025
Q4 		$469 Buy
+13
New +$494 ﹤0.01% 2218

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Vanguard Capital Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's CUBE Position: Q3 2026 in Review

Root Financial Partners opened a new position in CubeSmart (CUBE) in Q3 2026: 1,725 shares worth $64.8K. The stake represents ﹤0.01% of the portfolio and ranks #949 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CUBE as recently as Q1 2026.

Root Financial Partners first reported a position in CUBE in Q4 2025 and has held it in 3 quarters since. 413 funds tracked by Wall St. Rank hold CUBE as of Q3 2026.

  • Root Financial Partners held 1,725 shares of CubeSmart worth $64.8K as of Q3 2026.
  • CubeSmart was a new Root Financial Partners position in Q3 2026.
  • CubeSmart made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #949 holding.
  • Root Financial Partners first reported a position in CubeSmart in Q4 2025 and has held it in 3 quarters since.
  • 413 funds tracked by Wall St. Rank held CubeSmart as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.