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Rachor Investment Advisory Services’s Custom Truck One Source CTOS Stock Holding History

Rachor Investment 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 		– Sell
-17
Closed -$112 – 262
2026
Q1 		$112 Hold
17
– – ﹤0.01% 450
2025
Q4 		$98 Buy
+17
New +$104 ﹤0.01% 418

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First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
SWM
Sendero Wealth Management San Antonio, Texas $1B AUM 24.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Rachor Investment Advisory Services's CTOS Position: Q2 2026 in Review

Rachor Investment Advisory Services sold out of Custom Truck One Source (CTOS) in Q2 2026, closing a stake of 17 shares — an estimated $112 sold.

Rachor Investment Advisory Services first reported a position in CTOS in Q4 2025 and held it in 2 quarters. The position peaked at $112 in Q1 2026. 46 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • Rachor Investment Advisory Services reported no remaining Custom Truck One Source position as of Q2 2026 after selling out during the quarter.
  • Rachor Investment Advisory Services sold 17 Custom Truck One Source shares in Q2 2026, an estimated $112.
  • Rachor Investment Advisory Services first reported a position in Custom Truck One Source in Q4 2025 and held it in 2 quarters.
  • Rachor Investment Advisory Services's Custom Truck One Source position peaked at $112 in Q1 2026.
  • 46 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Rachor Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.