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Black Diamond Financial’s Custom Truck One Source CTOS Stock Holding History

Black Diamond 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
2025
Q3 		– Sell
-26,100
Closed -$129K – 162
2025
Q2 		$129K Sell
26,100
-226,510
-90% -$976K 0.02% 142
2025
Q1 		$1.07M Sell
252,610
-759,637
-75% -$3.67M 0.16% 61
2024
Q4 		$4.87M Sell
1,012,247
-414,753
-29% -$1.88M 0.73% 35
2024
Q3 		$5.77M Buy
1,427,000
+1,285,265
+907% +$5.4M 0.98% 30
2024
Q2 		$617K Buy
141,735
+20,100
+17% +$97.9K 0.12% 76
2024
Q1 		$752K Hold
121,635
– – 0.2% 52
2023
Q4 		$752K Hold
121,635
– – 0.2% 52
2023
Q3 		$754K Sell
121,635
-5,000
-4% -$33.1K 0.23% 52
2023
Q2 		$854K Sell
126,635
-100
-0.1% -$659 0.25% 51
2023
Q1 		$861K Hold
126,735
– – 0.28% 46
2022
Q4 		$801K Sell
126,735
-45,100
-26% -$293K 0.29% 45
2022
Q3 		$1M Hold
171,835
– – 0.4% 40
2022
Q2 		$962K Buy
171,835
+150,235
+696% +$957K 0.38% 42
2022
Q1 		$181K Sell
21,600
-30,359
-58% -$245K 0.06% 121
2021
Q4 		$416K Buy
51,959
+31,159
+150% +$268K 0.14% 62
2021
Q3 		$194K Hold
20,800
– – 0.09% 73
2021
Q2 		$198K Buy
20,800
+8,600
+70% +$84.5K 0.08% 82
2021
Q1 		$114K Sell
12,200
-100
-0.8% -$815 0.05% 83
2020
Q4 		$91K Sell
12,300
-100
-0.8% -$506 0.04% 78
2020
Q3 		$51K Hold
12,400
– – 0.03% 75
2020
Q2 		$50K Hold
12,400
– – 0.03% 68
2020
Q1 		$41K Buy
12,400
+400
+3% +$1.52K 0.03% 71
2019
Q4 		$49K Buy
+12,000
New +$52.5K 0.04% 64

Other funds holding CTOS

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return

Black Diamond Financial's CTOS Position: Q3 2025 in Review

Black Diamond Financial sold out of Custom Truck One Source (CTOS) in Q3 2025, closing a stake of 26,100 shares — an estimated $129K sold.

Black Diamond Financial first reported a position in CTOS in Q4 2019 and held it in 23 quarters. The position peaked at $5.77M in Q3 2024. 146 funds tracked by Wall St. Rank hold CTOS as of Q3 2025.

  • Black Diamond Financial reported no remaining Custom Truck One Source position as of Q3 2025 after selling out during the quarter.
  • Black Diamond Financial sold 26,100 Custom Truck One Source shares in Q3 2025, an estimated $129K.
  • Black Diamond Financial first reported a position in Custom Truck One Source in Q4 2019 and held it in 23 quarters.
  • Black Diamond Financial's Custom Truck One Source position peaked at $5.77M in Q3 2024.
  • 146 funds tracked by Wall St. Rank held Custom Truck One Source as of Q3 2025.

Based on Black Diamond Financial's 13F filing for Q3 2025, filed 5 Nov 2025.