Allworth Financial
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Allworth Financial’s Custom Truck One Source CTOS Stock Holding History

Allworth Financial’s Portfolio CTOS Stock Details CTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.4K Buy
2,659
+655
+33% +$6.17K ﹤0.01% 2854
2026
Q1 		$13.2K Buy
2,004
+1,756
+708% +$11.5K ﹤0.01% 3310
2025
Q4 		$1.43K Buy
248
+96
+63% +$586 ﹤0.01% 4242
2025
Q3 		$976 Buy
152
+88
+138% +$510 ﹤0.01% 4257
2025
Q2 		$317 Buy
64
+11
+21% +$47 ﹤0.01% 4235
2025
Q1 		$226 Hold
53
– – ﹤0.01% 3845
2024
Q4 		$269 Hold
53
– – ﹤0.01% 3734
2024
Q3 		$183 Hold
53
– – ﹤0.01% 3616
2024
Q2 		$251 Hold
53
– – ﹤0.01% 3516
2024
Q1 		$309 Buy
53
+32
+152% +$199 ﹤0.01% 3393
2023
Q4 		$130 Buy
+21
New +$124 ﹤0.01% 3335

Other funds holding CTOS

Platinum Equity Advisors
Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allworth Financial's CTOS Position: Q2 2026 in Review

Allworth Financial increased its Custom Truck One Source (CTOS) stake by 33% in Q2 2026, buying an estimated $6.17K and bringing the position to 2,659 shares worth $31.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2854.

Allworth Financial first reported a position in CTOS in Q4 2023 and has held it in 11 quarters since. 186 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • Allworth Financial held 2,659 shares of Custom Truck One Source worth $31.4K as of Q2 2026.
  • Allworth Financial bought 655 Custom Truck One Source shares in Q2 2026, an estimated $6.17K.
  • Custom Truck One Source made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2854 holding.
  • Allworth Financial first reported a position in Custom Truck One Source in Q4 2023 and has held it in 11 quarters since.
  • 186 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.