Private Trust Company’s Custom Truck One Source CTOS Stock Holding History

Private Trust Company’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	$9.86K	Sell	835 -336	-29%	-$3.16K	﹤0.01%	2086
2026 Q1	$7.69K	Hold	1,171	–	–	﹤0.01%	2062
2025 Q4	$6.75K	Buy	1,171 +192	+20%	+$1.17K	﹤0.01%	2069
2025 Q3	$6.29K	Hold	979	–	–	﹤0.01%	2083
2025 Q2	$4.84K	Hold	979	–	–	﹤0.01%	2075
2025 Q1	$4.13K	Buy	979 +262	+37%	+$1.26K	﹤0.01%	2095
2024 Q4	$3.45K	Hold	717	–	–	﹤0.01%	2097
2024 Q3	$2.47K	Hold	717	–	–	﹤0.01%	2133
2024 Q2	$3.12K	Sell	717 -95	-12%	-$463	﹤0.01%	2071
2024 Q1	$4.73K	Hold	812	–	–	﹤0.01%	1946
2023 Q4	$5.02K	Hold	812	–	–	﹤0.01%	1917
2023 Q3	$5.03K	Hold	812	–	–	﹤0.01%	1875
2023 Q2	$5.47K	Hold	812	–	–	﹤0.01%	1857
2023 Q1	$5.51K	Sell	812 -246	-23%	-$1.71K	﹤0.01%	1817
2022 Q4	$7K	Buy	+1,058	New	+$6.86K	﹤0.01%	1665
2022 Q3	–	Sell	-1,193	Closed	-$7K	–	2051
2022 Q2	$7K	Buy	+1,193	New	+$7.6K	﹤0.01%	1622

Other funds holding CTOS

PEA

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

Private Trust Company's CTOS Position: Q2 2026 in Review

Private Trust Company reduced its Custom Truck One Source (CTOS) stake by 29% in Q2 2026, selling an estimated $3.16K and leaving 835 shares worth $9.86K. The position accounts for ﹤0.01% of the portfolio, ranked #2086.

Private Trust Company first reported a position in CTOS in Q2 2022 and has held it in 16 quarters since. 186 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

Private Trust Company held 835 shares of Custom Truck One Source worth $9.86K as of Q2 2026.
Private Trust Company sold 336 Custom Truck One Source shares in Q2 2026, an estimated $3.16K.
Custom Truck One Source made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #2086 holding.
Private Trust Company first reported a position in Custom Truck One Source in Q2 2022 and has held it in 16 quarters since.
186 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.