First Merchants Corp’s Custom Truck One Source CTOS Stock Holding History

First Merchants Corp’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 Q2	–	Sell	-20,000	Closed	-$84.4K	–	372
2025 Q1	$84.4K	Hold	20,000	–	–	﹤0.01%	360
2024 Q4	$96.2K	Hold	20,000	–	–	﹤0.01%	384
2024 Q3	$69K	Hold	20,000	–	–	﹤0.01%	387
2024 Q2	$87K	Buy	+20,000	New	+$97.4K	﹤0.01%	355
2022 Q2	–	Sell	-20,000	Closed	-$168K	–	221
2022 Q1	$168K	Buy	+20,000	New	+$162K	0.01%	231

Other funds holding CTOS

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

CWA

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

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

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

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

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

First Merchants Corp's CTOS Position: Q2 2025 in Review

First Merchants Corp sold out of Custom Truck One Source (CTOS) in Q2 2025, closing a stake of 20,000 shares — an estimated $84.4K sold.

First Merchants Corp first reported a position in CTOS in Q1 2022 and held it in 5 quarters. The position peaked at $168K in Q1 2022. 130 funds tracked by Wall St. Rank hold CTOS as of Q2 2025.

First Merchants Corp reported no remaining Custom Truck One Source position as of Q2 2025 after selling out during the quarter.
First Merchants Corp sold 20,000 Custom Truck One Source shares in Q2 2025, an estimated $84.4K.
First Merchants Corp first reported a position in Custom Truck One Source in Q1 2022 and held it in 5 quarters.
First Merchants Corp's Custom Truck One Source position peaked at $168K in Q1 2022.
130 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2025.

Based on First Merchants Corp's 13F filing for Q2 2025, filed 23 Jul 2025.