Farther Finance Advisors
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Farther Finance Advisors’s Custom Truck One Source CTOS Stock Holding History

Farther Finance 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
Q3 		$5.83K Buy
640
+20
+3% +$198 ﹤0.01% 4927
2026
Q2 		$7.33K Buy
620
+79
+15% +$744 ﹤0.01% 4605
2026
Q1 		$3.58K Buy
541
+196
+57% +$1.29K ﹤0.01% 4662
2025
Q4 		$1.99K Buy
345
+88
+34% +$537 ﹤0.01% 4695
2025
Q3 		$1.65K Sell
257
-328
-56% -$1.9K ﹤0.01% 4205
2025
Q2 		$2.89K Buy
+585
New +$2.52K ﹤0.01% 3569
2024
Q1 		– Sell
-1
Closed -$6 – 3621
2023
Q4 		$6 Buy
+1
New +$6 ﹤0.01% 3524

Other funds holding CTOS

SWM
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Farther Finance Advisors's CTOS Position: Q3 2026 in Review

Farther Finance Advisors increased its Custom Truck One Source (CTOS) stake by 3.2% in Q3 2026, buying an estimated $198 and bringing the position to 640 shares worth $5.83K. The position accounts for ﹤0.01% of the portfolio, ranked #4927.

Farther Finance Advisors first reported a position in CTOS in Q4 2023 and has held it in 7 quarters since. The position peaked at $7.33K in Q2 2026. 9 funds tracked by Wall St. Rank hold CTOS as of Q3 2026.

  • Farther Finance Advisors held 640 shares of Custom Truck One Source worth $5.83K as of Q3 2026.
  • Farther Finance Advisors bought 20 Custom Truck One Source shares in Q3 2026, an estimated $198.
  • Custom Truck One Source made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4927 holding.
  • Farther Finance Advisors first reported a position in Custom Truck One Source in Q4 2023 and has held it in 7 quarters since.
  • Farther Finance Advisors's Custom Truck One Source position peaked at $7.33K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Custom Truck One Source as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.