TFC Financial Management’s CubeSmart CUBE Stock Holding History

TFC Financial Management’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	$597	Hold	15	–	–	﹤0.01%	723
2026 Q1	$550	Hold	15	–	–	﹤0.01%	692
2025 Q4	$541	Buy	+15	New	+$570	﹤0.01%	693

Other funds holding CUBE

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

TFC Financial Management's CUBE Position: Q2 2026 in Review

TFC Financial Management held its CubeSmart (CUBE) position steady in Q2 2026 at 15 shares worth $597. The position accounts for ﹤0.01% of the portfolio, ranked #723.

TFC Financial Management first reported a position in CUBE in Q4 2025 and has held it in 3 quarters since. 519 funds tracked by Wall St. Rank hold CUBE as of Q2 2026.

TFC Financial Management held 15 shares of CubeSmart worth $597 as of Q2 2026.
TFC Financial Management left its CubeSmart share count unchanged in Q2 2026.
CubeSmart made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #723 holding.
TFC Financial Management first reported a position in CubeSmart in Q4 2025 and has held it in 3 quarters since.
519 funds tracked by Wall St. Rank held CubeSmart as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.