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Larson Financial Group’s Custom Truck One Source CTOS Stock Holding History

Larson Financial Group’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
Q1 		– Sell
-30
Closed -$144 – 3101
2024
Q4 		$144 Buy
+30
New +$136 ﹤0.01% 2534

Other funds holding CTOS

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Larson Financial Group's CTOS Position: Q1 2025 in Review

Larson Financial Group sold out of Custom Truck One Source (CTOS) in Q1 2025, closing a stake of 30 shares — an estimated $144 sold.

Larson Financial Group first reported a position in CTOS in Q4 2024 and held it in 1 quarter. The position peaked at $144 in Q4 2024. 141 funds tracked by Wall St. Rank hold CTOS as of Q1 2025.

  • Larson Financial Group reported no remaining Custom Truck One Source position as of Q1 2025 after selling out during the quarter.
  • Larson Financial Group sold 30 Custom Truck One Source shares in Q1 2025, an estimated $144.
  • Larson Financial Group first reported a position in Custom Truck One Source in Q4 2024 and held it in 1 quarter.
  • Larson Financial Group's Custom Truck One Source position peaked at $144 in Q4 2024.
  • 141 funds tracked by Wall St. Rank held Custom Truck One Source as of Q1 2025.

Based on Larson Financial Group's 13F filing for Q1 2025, filed 2 May 2025.