EI
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EFG International’s Custom Truck One Source CTOS Stock Holding History

EFG International’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 		$4.07M Sell
344,458
-6,543
-2% -$61.6K 0.07% 237
2026
Q1 		$2.31M Sell
351,001
-18,964
-5% -$125K 0.05% 305
2025
Q4 		$2.13M Buy
+369,965
New +$2.26M 0.04% 309

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

EFG International's CTOS Position: Q2 2026 in Review

EFG International reduced its Custom Truck One Source (CTOS) stake by 1.9% in Q2 2026, selling an estimated $61.6K and leaving 344,458 shares worth $4.07M. The position accounts for 0.07% of the portfolio, ranked #237.

EFG International first reported a position in CTOS in Q4 2025 and has held it in 3 quarters since. 186 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • EFG International held 344,458 shares of Custom Truck One Source worth $4.07M as of Q2 2026.
  • EFG International sold 6,543 Custom Truck One Source shares in Q2 2026, an estimated $61.6K.
  • Custom Truck One Source made up 0.07% of EFG International's portfolio in Q2 2026, its #237 holding.
  • EFG International first reported a position in Custom Truck One Source in Q4 2025 and has held it in 3 quarters since.
  • 186 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on EFG International's 13F filing for Q2 2026, filed 14 Aug 2026.