Legal & General Group
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Legal & General Group’s Custom Truck One Source CTOS Stock Holding History

Legal & General 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
2026
Q1 		$331K Sell
50,323
-10,650
-17% -$69.9K ﹤0.01% 2457
2025
Q4 		$351K Hold
60,973
– – ﹤0.01% 2504
2025
Q3 		$391K Buy
60,973
+2,692
+5% +$15.6K ﹤0.01% 2508
2025
Q2 		$288K Buy
58,281
+744
+1% +$3.21K ﹤0.01% 2569
2025
Q1 		$243K Hold
57,537
– – ﹤0.01% 2582
2024
Q4 		$277K Sell
57,537
-859
-1% -$3.89K ﹤0.01% 2619
2024
Q3 		$201K Sell
58,396
-260
-0.4% -$1.09K ﹤0.01% 2680
2024
Q2 		$255K Sell
58,656
-230
-0.4% -$1.12K ﹤0.01% 2636
2024
Q1 		$343K Sell
58,886
-3,465
-6% -$21.5K ﹤0.01% 2568
2023
Q4 		$385K Sell
62,351
-195
-0.3% -$1.15K ﹤0.01% 2550
2023
Q3 		$388K Buy
62,546
+20,237
+48% +$134K ﹤0.01% 2532
2023
Q2 		$285K Buy
42,309
+36,372
+613% +$240K ﹤0.01% 2646
2023
Q1 		$40.3K Hold
5,937
– – ﹤0.01% 2914
2022
Q4 		$37.5K Hold
5,937
– – ﹤0.01% 2989
2022
Q3 		$35K Buy
5,937
+1,270
+27% +$7.92K ﹤0.01% 3057
2022
Q2 		$26K Sell
4,667
-343
-7% -$2.19K ﹤0.01% 3147
2022
Q1 		$42K Buy
5,010
+945
+23% +$7.63K ﹤0.01% 3028
2021
Q4 		$32K Hold
4,065
– – ﹤0.01% 3128
2021
Q3 		$38K Buy
4,065
+2,936
+260% +$24.7K ﹤0.01% 3054
2021
Q2 		$11K Buy
1,129
+214
+23% +$2.1K ﹤0.01% 3407
2021
Q1 		$9K Hold
915
– – ﹤0.01% 3400
2020
Q4 		$7K Hold
915
– – ﹤0.01% 3408
2020
Q3 		$4K Sell
915
-730
-44% -$2.82K ﹤0.01% 3386
2020
Q2 		$7K Buy
+1,645
New +$4.78K ﹤0.01% 3355

Other funds holding CTOS

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Legal & General Group's CTOS Position: Q1 2026 in Review

Legal & General Group reduced its Custom Truck One Source (CTOS) stake by 17% in Q1 2026, selling an estimated $69.9K and leaving 50,323 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #2457.

Legal & General Group first reported a position in CTOS in Q2 2020 and has held it in 24 quarters since. The position peaked at $391K in Q3 2025. 174 funds tracked by Wall St. Rank hold CTOS as of Q1 2026.

  • Legal & General Group held 50,323 shares of Custom Truck One Source worth $331K as of Q1 2026.
  • Legal & General Group sold 10,650 Custom Truck One Source shares in Q1 2026, an estimated $69.9K.
  • Custom Truck One Source made up ﹤0.01% of Legal & General Group's portfolio in Q1 2026, its #2457 holding.
  • Legal & General Group first reported a position in Custom Truck One Source in Q2 2020 and has held it in 24 quarters since.
  • Legal & General Group's Custom Truck One Source position peaked at $391K in Q3 2025.
  • 174 funds tracked by Wall St. Rank held Custom Truck One Source as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.