Amalgamated Bank’s Custom Truck One Source CTOS Stock Holding History

Amalgamated Bank’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 Q1	–	Sell	-1,894	Closed	-$11K	–	1916
2025 Q4	$11K	Sell	1,894 -197	-9%	-$1.2K	﹤0.01%	2366
2025 Q3	$13K	Hold	2,091	–	–	﹤0.01%	2332
2025 Q2	$10K	Hold	2,091	–	–	﹤0.01%	2424
2025 Q1	$9K	Hold	2,091	–	–	﹤0.01%	2409
2024 Q4	$10K	Hold	2,091	–	–	﹤0.01%	2421
2024 Q3	$7K	Hold	2,091	–	–	﹤0.01%	2606
2024 Q2	$9K	Hold	2,091	–	–	﹤0.01%	2498
2024 Q1	$12K	Sell	2,091 -6,120	-75%	-$38K	﹤0.01%	2349
2023 Q4	$51K	Sell	8,211 -622	-7%	-$3.67K	﹤0.01%	2236
2023 Q3	$55K	Hold	8,833	–	–	﹤0.01%	2215
2023 Q2	$60K	Buy	8,833 +1,984	+29%	+$13.1K	﹤0.01%	2247
2023 Q1	$47K	Sell	6,849 -1,344	-16%	-$9.33K	﹤0.01%	2326
2022 Q4	$52K	Hold	8,193	–	–	﹤0.01%	2399
2022 Q3	$48K	Buy	8,193 +43	+0.5%	+$268	﹤0.01%	2478
2022 Q2	$46K	Buy	8,150 +1,933	+31%	+$12.3K	﹤0.01%	2521
2022 Q1	$52K	Buy	+6,217	New	+$50.2K	﹤0.01%	2459

Other funds holding CTOS

PEA

Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return

CWA

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Amalgamated Bank's CTOS Position: Q1 2026 in Review

Amalgamated Bank sold out of Custom Truck One Source (CTOS) in Q1 2026, closing a stake of 1,894 shares — an estimated $11K sold.

Amalgamated Bank first reported a position in CTOS in Q1 2022 and held it in 16 quarters. The position peaked at $60K in Q2 2023. 174 funds tracked by Wall St. Rank hold CTOS as of Q1 2026.

Amalgamated Bank reported no remaining Custom Truck One Source position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 1,894 Custom Truck One Source shares in Q1 2026, an estimated $11K.
Amalgamated Bank first reported a position in Custom Truck One Source in Q1 2022 and held it in 16 quarters.
Amalgamated Bank's Custom Truck One Source position peaked at $60K in Q2 2023.
174 funds tracked by Wall St. Rank held Custom Truck One Source as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.