Roxbury Financial’s CubeSmart CUBE Stock Holding History

Roxbury Financial’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	$7.26K	Buy	193 +2	+1%	+$81	0.01%	347
2026 Q2	$7.6K	Buy	191 +2	+1%	+$80	0.01%	332
2026 Q1	$6.92K	Buy	189 +2	+1%	+$77	0.01%	317
2025 Q4	$6.73K	Buy	187 +2	+1%	+$76	0.01%	313
2025 Q3	$7.51K	Buy	185 +2	+1%	+$81	0.01%	302
2025 Q2	$7.77K	Buy	183 +2	+1%	+$83	0.01%	292
2025 Q1	$7.46K	Buy	181 +3	+2%	+$125	0.01%	287
2024 Q4	$8.86K	Buy	+178	New	+$8.53K	0.01%	305

Other funds holding CUBE

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Roxbury Financial's CUBE Position: Q3 2026 in Review

Roxbury Financial increased its CubeSmart (CUBE) stake by 1% in Q3 2026, buying an estimated $81 and bringing the position to 193 shares worth $7.26K. The position accounts for 0.01% of the portfolio, ranked #347.

Roxbury Financial first reported a position in CUBE in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.86K in Q4 2024. 413 funds tracked by Wall St. Rank hold CUBE as of Q3 2026.

Roxbury Financial held 193 shares of CubeSmart worth $7.26K as of Q3 2026.
Roxbury Financial bought 2 CubeSmart shares in Q3 2026, an estimated $81.
CubeSmart made up 0.01% of Roxbury Financial's portfolio in Q3 2026, its #347 holding.
Roxbury Financial first reported a position in CubeSmart in Q4 2024 and has held it in 8 quarters since.
Roxbury Financial's CubeSmart position peaked at $8.86K in Q4 2024.
413 funds tracked by Wall St. Rank held CubeSmart as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.