EFG Asset Management’s Custom Truck One Source CTOS Stock Holding History

EFG Asset Management’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	$1.76M	Buy	+274,670	New	+$1.59M	0.23%	149

Other funds holding CTOS

PEA

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

EFG Asset Management's CTOS Position: Q3 2025 in Review

EFG Asset Management opened a new position in Custom Truck One Source (CTOS) in Q3 2025: 274,670 shares worth $1.76M. The stake represents 0.23% of the portfolio and ranks #149 among its holdings.

146 funds tracked by Wall St. Rank hold CTOS as of Q3 2025.

EFG Asset Management held 274,670 shares of Custom Truck One Source worth $1.76M as of Q3 2025.
Custom Truck One Source was a new EFG Asset Management position in Q3 2025.
Custom Truck One Source made up 0.23% of EFG Asset Management's portfolio in Q3 2025, its #149 holding.
146 funds tracked by Wall St. Rank held Custom Truck One Source as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.