CAPTRUST Financial Advisors’s Custom Truck One Source CTOS Stock Holding History

CAPTRUST Financial Advisors’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	$139K	Buy	+11,806	New	+$111K	﹤0.01%	2975
2022 Q3	–	Sell	-129	Closed	-$1K	–	2498
2022 Q2	$1K	Buy	+129	New	+$822	﹤0.01%	4656
2022 Q1	–	Sell	-7	Closed	–	–	4948
2021 Q4	$0	Buy	+7	New	+$60	﹤0.01%	4787
2021 Q2	–	Sell	-361	Closed	-$3K	–	4540
2021 Q1	$3K	Buy	+361	New	+$2.94K	﹤0.01%	3900
2020 Q4	–	Sell	-391	Closed	-$2K	–	3417
2020 Q3	$2K	Hold	391	–	–	﹤0.01%	2746
2020 Q2	$2K	Buy	+391	New	+$1.14K	﹤0.01%	2586
2019 Q4	–	Sell	-586	Closed	-$4K	–	1170
2019 Q3	$4K	Sell	586 -346	-37%	-$2.71K	﹤0.01%	1679
2019 Q2	$10K	Buy	+932	New	+$9.57K	﹤0.01%	1495

Other funds holding CTOS

PEA

Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAPTRUST Financial Advisors's CTOS Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in Custom Truck One Source (CTOS) in Q2 2026: 11,806 shares worth $139K. The stake represents ﹤0.01% of the portfolio and ranks #2975 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in CTOS as recently as Q2 2022.

CAPTRUST Financial Advisors first reported a position in CTOS in Q2 2019 and has held it in 8 quarters since. 187 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

CAPTRUST Financial Advisors held 11,806 shares of Custom Truck One Source worth $139K as of Q2 2026.
Custom Truck One Source was a new CAPTRUST Financial Advisors position in Q2 2026.
Custom Truck One Source made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2975 holding.
CAPTRUST Financial Advisors first reported a position in Custom Truck One Source in Q2 2019 and has held it in 8 quarters since.
187 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.