Keating Financial Advisory Services’s Custom Truck One Source CTOS Stock Holding History

Keating Financial Advisory Services’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	$1.74K	Hold	147	–	–	﹤0.01%	1994
2026 Q1	$966	Buy	+147	New	+$965	﹤0.01%	2099

Other funds holding CTOS

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Keating Financial Advisory Services's CTOS Position: Q2 2026 in Review

Keating Financial Advisory Services held its Custom Truck One Source (CTOS) position steady in Q2 2026 at 147 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1994.

Keating Financial Advisory Services first reported a position in CTOS in Q1 2026 and has held it in 2 quarters since. 186 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

Keating Financial Advisory Services held 147 shares of Custom Truck One Source worth $1.74K as of Q2 2026.
Keating Financial Advisory Services left its Custom Truck One Source share count unchanged in Q2 2026.
Custom Truck One Source made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1994 holding.
Keating Financial Advisory Services first reported a position in Custom Truck One Source in Q1 2026 and has held it in 2 quarters since.
186 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.