Barclays
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Barclays’s Custom Truck One Source CTOS Stock Holding History

Barclays’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
Q3 		$1.03M Buy
113,113
+61,819
+121% +$613K ﹤0.01% 3029
2026
Q2 		$606K Buy
51,294
+39,969
+353% +$376K ﹤0.01% 3108
2026
Q1 		$74.4K Sell
11,325
-82,650
-88% -$543K ﹤0.01% 4151
2025
Q4 		$541K Buy
93,975
+9,070
+11% +$55.4K ﹤0.01% 3797
2025
Q3 		$545K Sell
84,905
-29,855
-26% -$173K ﹤0.01% 3758
2025
Q2 		$567K Buy
114,760
+47,836
+71% +$206K ﹤0.01% 3695
2025
Q1 		$282K Sell
66,924
-22,512
-25% -$109K ﹤0.01% 3867
2024
Q4 		$430K Buy
89,436
+4,910
+6% +$22.2K ﹤0.01% 3921
2024
Q3 		$292K Buy
84,526
+65,725
+350% +$276K ﹤0.01% 4103
2024
Q2 		$81.8K Sell
18,801
-32,711
-64% -$159K ﹤0.01% 4004
2024
Q1 		$300K Sell
51,512
-38,796
-43% -$241K ﹤0.01% 3899
2023
Q4 		$558K Buy
90,308
+69,001
+324% +$407K ﹤0.01% 3812
2023
Q3 		$132K Sell
21,307
-4,102
-16% -$27.1K ﹤0.01% 3485
2023
Q2 		$171K Sell
25,409
-4,842
-16% -$31.9K ﹤0.01% 3321
2023
Q1 		$205K Sell
30,251
-66,032
-69% -$458K ﹤0.01% 3772
2022
Q4 		$609K Buy
96,283
+13,492
+16% +$87.5K ﹤0.01% 3180
2022
Q3 		$483K Buy
82,791
+26,938
+48% +$168K ﹤0.01% 2727
2022
Q2 		$313K Buy
55,853
+46,341
+487% +$295K ﹤0.01% 3169
2022
Q1 		$80K Buy
+9,512
New +$76.8K ﹤0.01% 3891

Other funds holding CTOS

Canvas Wealth Advisors
Canvas Wealth Advisors Shawnee, Kansas $759M AUM 30.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Heartland Advisors
Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return

Barclays's CTOS Position: Q3 2026 in Review

Barclays increased its Custom Truck One Source (CTOS) stake by 121% in Q3 2026, buying an estimated $613K and bringing the position to 113,113 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #3029.

Barclays first reported a position in CTOS in Q1 2022 and has held it in 19 quarters since. 82 funds tracked by Wall St. Rank hold CTOS as of Q3 2026.

  • Barclays held 113,113 shares of Custom Truck One Source worth $1.03M as of Q3 2026.
  • Barclays bought 61,819 Custom Truck One Source shares in Q3 2026, an estimated $613K.
  • Custom Truck One Source made up ﹤0.01% of Barclays's portfolio in Q3 2026, its #3029 holding.
  • Barclays first reported a position in Custom Truck One Source in Q1 2022 and has held it in 19 quarters since.
  • 82 funds tracked by Wall St. Rank held Custom Truck One Source as of Q3 2026.

Based on Barclays's 13F filing for Q3 2026, filed 6 Nov 2026.