Register Financial Advisors
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Register Financial Advisors’s Custom Truck One Source CTOS Stock Holding History

Register Financial Advisors’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
Q3 		$1.55M Hold
170,200
– – 0.48% 60
2026
Q2 		$2.01M Sell
170,200
-1,000
-0.6% -$9.42K 0.62% 46
2026
Q1 		$1.12M Sell
171,200
-2,000
-1% -$13.1K 0.42% 72
2025
Q4 		$998K Buy
173,200
+5,800
+3% +$35.4K 0.39% 78
2025
Q3 		$1.07M Buy
167,400
+47,100
+39% +$273K 0.42% 67
2025
Q2 		$594K Buy
120,300
+10,000
+9% +$43.1K 0.26% 94
2025
Q1 		$465K Buy
110,300
+12,500
+13% +$60.3K 0.24% 94
2024
Q4 		$470K Sell
97,800
-41,000
-30% -$185K 0.24% 101
2024
Q3 		$479K Sell
138,800
-24,000
-15% -$101K 0.25% 102
2024
Q2 		$708K Sell
162,800
-16,500
-9% -$80.3K 0.36% 73
2024
Q1 		$1.04M Buy
179,300
+144,200
+411% +$895K 0.54% 49
2023
Q4 		$217K Buy
35,100
+30,100
+602% +$178K 0.15% 150
2023
Q3 		$31K Buy
5,000
+2,000
+67% +$13.2K 0.02% 294
2023
Q2 		$20.2K Buy
+3,000
New +$19.8K 0.01% 339

Other funds holding CTOS

Canvas Wealth Advisors
Canvas Wealth Advisors Shawnee, Kansas $759M AUM 30.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Register Financial Advisors's CTOS Position: Q3 2026 in Review

Register Financial Advisors held its Custom Truck One Source (CTOS) position steady in Q3 2026 at 170,200 shares worth $1.55M. The position accounts for 0.48% of the portfolio, ranked #60.

Register Financial Advisors first reported a position in CTOS in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.01M in Q2 2026. 130 funds tracked by Wall St. Rank hold CTOS as of Q3 2026.

  • Register Financial Advisors held 170,200 shares of Custom Truck One Source worth $1.55M as of Q3 2026.
  • Register Financial Advisors left its Custom Truck One Source share count unchanged in Q3 2026.
  • Custom Truck One Source made up 0.48% of Register Financial Advisors's portfolio in Q3 2026, its #60 holding.
  • Register Financial Advisors first reported a position in Custom Truck One Source in Q2 2023 and has held it in 14 quarters since.
  • Register Financial Advisors's Custom Truck One Source position peaked at $2.01M in Q2 2026.
  • 130 funds tracked by Wall St. Rank held Custom Truck One Source as of Q3 2026.

Based on Register Financial Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.