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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
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

CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Farther Finance Advisors's CTOS Position: Q2 2026 in Review

Farther Finance Advisors increased its Custom Truck One Source (CTOS) stake by 15% in Q2 2026, buying an estimated $744 and bringing the position to 620 shares worth $7.33K. The position accounts for ﹤0.01% of the portfolio, ranked #4605.

Farther Finance Advisors first reported a position in CTOS in Q4 2023 and has held it in 6 quarters since. 10 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • Farther Finance Advisors held 620 shares of Custom Truck One Source worth $7.33K as of Q2 2026.
  • Farther Finance Advisors bought 79 Custom Truck One Source shares in Q2 2026, an estimated $744.
  • Custom Truck One Source made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4605 holding.
  • Farther Finance Advisors first reported a position in Custom Truck One Source in Q4 2023 and has held it in 6 quarters since.
  • 10 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.