Bank of America
CTOS icon

Bank of America’s Custom Truck One Source CTOS Stock Holding History

Bank of America’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 		$14.1M Sell
1,193,457
-2,379
-0.2% -$22.4K ﹤0.01% 2780
2026
Q1 		$7.86M Sell
1,195,836
-284,294
-19% -$1.87M ﹤0.01% 3138
2025
Q4 		$8.53M Sell
1,480,130
-314,400
-18% -$1.92M ﹤0.01% 2975
2025
Q3 		$11.5M Buy
1,794,530
+441,257
+33% +$2.56M ﹤0.01% 3163
2025
Q2 		$6.69M Sell
1,353,273
-35,435
-3% -$153K ﹤0.01% 3606
2025
Q1 		$5.86M Buy
1,388,708
+76,625
+6% +$370K ﹤0.01% 3652
2024
Q4 		$6.31M Buy
1,312,083
+691,863
+112% +$3.13M ﹤0.01% 3361
2024
Q3 		$2.14M Buy
620,220
+11,793
+2% +$49.6K ﹤0.01% 4506
2024
Q2 		$2.65M Sell
608,427
-2,352
-0.4% -$11.5K ﹤0.01% 4204
2024
Q1 		$3.55M Buy
610,779
+30,806
+5% +$191K ﹤0.01% 3953
2023
Q4 		$3.58M Sell
579,973
-51,606
-8% -$304K ﹤0.01% 3830
2023
Q3 		$3.92M Sell
631,579
-13,371
-2% -$88.4K ﹤0.01% 3633
2023
Q2 		$4.35M Buy
644,950
+9,401
+1% +$61.9K ﹤0.01% 3543
2023
Q1 		$4.32M Buy
635,549
+11,996
+2% +$83.3K ﹤0.01% 3666
2022
Q4 		$3.94M Buy
623,553
+1,551
+0.2% +$10.1K ﹤0.01% 3617
2022
Q3 		$3.63M Buy
622,002
+35,926
+6% +$224K ﹤0.01% 3679
2022
Q2 		$3.28M Sell
586,076
-35,466
-6% -$226K ﹤0.01% 3842
2022
Q1 		$5.21M Buy
621,542
+110,610
+22% +$893K ﹤0.01% 3584
2021
Q4 		$4.09M Buy
510,932
+160,529
+46% +$1.38M ﹤0.01% 3853
2021
Q3 		$3.27M Buy
350,403
+31,565
+10% +$266K ﹤0.01% 3982
2021
Q2 		$3.04M Buy
318,838
+23,611
+8% +$232K ﹤0.01% 3969
2021
Q1 		$2.76M Buy
295,227
+206,145
+231% +$1.68M ﹤0.01% 3958
2020
Q4 		$656K Buy
89,082
+86,932
+4,043% +$440K ﹤0.01% 4817
2020
Q3 		$9K Sell
2,150
-2,340
-52% -$9.05K ﹤0.01% 6472
2020
Q2 		$18K Sell
4,490
-10,237
-70% -$29.8K ﹤0.01% 6292
2020
Q1 		$48K Buy
+14,727
New +$55.8K ﹤0.01% 5886

Other funds holding CTOS

PEA
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

Bank of America's CTOS Position: Q2 2026 in Review

Bank of America reduced its Custom Truck One Source (CTOS) stake by 0.2% in Q2 2026, selling an estimated $22.4K and leaving 1,193,457 shares worth $14.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2780.

Bank of America first reported a position in CTOS in Q1 2020 and has held it in 26 quarters since. 186 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • Bank of America held 1,193,457 shares of Custom Truck One Source worth $14.1M as of Q2 2026.
  • Bank of America sold 2,379 Custom Truck One Source shares in Q2 2026, an estimated $22.4K.
  • Custom Truck One Source made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #2780 holding.
  • Bank of America first reported a position in Custom Truck One Source in Q1 2020 and has held it in 26 quarters since.
  • 186 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.