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Pathway Financial Advisers’s Custom Truck One Source CTOS Stock Holding History

Pathway Financial Advisers’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
Q4 		– Sell
-2,186
Closed -$14K – 199
2025
Q3 		$14K Buy
+2,186
New +$12.7K ﹤0.01% 316
2025
Q1 		– Sell
-2,606
Closed -$12.5K – 207
2024
Q4 		$12.5K Sell
2,606
-3,856
-60% -$17.4K ﹤0.01% 344
2024
Q3 		$1.87K Buy
6,462
+4,589
+245% +$19.3K ﹤0.01% 354
2024
Q2 		$8.15K Buy
1,873
+873
+87% +$4.25K ﹤0.01% 360
2024
Q1 		$5.82K Hold
1,000
– – ﹤0.01% 383
2023
Q4 		$6.18K Hold
1,000
– – ﹤0.01% 396
2023
Q3 		$6.2K Buy
+1,000
New +$6.61K ﹤0.01% 402
2023
Q1 		$21.1K Hold
3,102
– – 0.01% 306
2022
Q4 		$19.6K Buy
+3,102
New +$20.1K 0.01% 335

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 $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pathway Financial Advisers's CTOS Position: Q4 2025 in Review

Pathway Financial Advisers sold out of Custom Truck One Source (CTOS) in Q4 2025, closing a stake of 2,186 shares — an estimated $14K sold.

Pathway Financial Advisers first reported a position in CTOS in Q4 2022 and held it in 9 quarters. The position peaked at $21.1K in Q1 2023. 156 funds tracked by Wall St. Rank hold CTOS as of Q4 2025.

  • Pathway Financial Advisers reported no remaining Custom Truck One Source position as of Q4 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 2,186 Custom Truck One Source shares in Q4 2025, an estimated $14K.
  • Pathway Financial Advisers first reported a position in Custom Truck One Source in Q4 2022 and held it in 9 quarters.
  • Pathway Financial Advisers's Custom Truck One Source position peaked at $21.1K in Q1 2023.
  • 156 funds tracked by Wall St. Rank held Custom Truck One Source as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.