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 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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Roxbury Financial's CUBE Position: Q2 2026 in Review

Roxbury Financial increased its CubeSmart (CUBE) stake by 1.1% in Q2 2026, buying an estimated $80 and bringing the position to 191 shares worth $7.6K. The position accounts for 0.01% of the portfolio, ranked #332.

Roxbury Financial first reported a position in CUBE in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.86K in Q4 2024. 89 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

Roxbury Financial held 191 shares of CubeSmart worth $7.6K as of Q2 2026.
Roxbury Financial bought 2 CubeSmart shares in Q2 2026, an estimated $80.
CubeSmart made up 0.01% of Roxbury Financial's portfolio in Q2 2026, its #332 holding.
Roxbury Financial first reported a position in CubeSmart in Q4 2024 and has held it in 7 quarters since.
Roxbury Financial's CubeSmart position peaked at $8.86K in Q4 2024.
89 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.