RhumbLine Advisers
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RhumbLine Advisers’s Custom Truck One Source CTOS Stock Holding History

RhumbLine 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
2026
Q3 		$654K Sell
71,803
-2,652
-4% -$26.3K ﹤0.01% 2553
2026
Q2 		$879K Buy
74,455
+2,820
+4% +$26.6K ﹤0.01% 2398
2026
Q1 		$471K Sell
71,635
-1,685
-2% -$11.1K ﹤0.01% 2652
2025
Q4 		$422K Sell
73,320
-16,047
-18% -$98K ﹤0.01% 2777
2025
Q3 		$574K Buy
89,367
+972
+1% +$5.63K ﹤0.01% 2600
2025
Q2 		$437K Buy
88,395
+14,694
+20% +$63.3K ﹤0.01% 2766
2025
Q1 		$311K Buy
73,701
+1,097
+2% +$5.29K ﹤0.01% 2868
2024
Q4 		$349K Buy
72,604
+1,003
+1% +$4.54K ﹤0.01% 2897
2024
Q3 		$247K Sell
71,601
-6,787
-9% -$28.5K ﹤0.01% 3129
2024
Q2 		$341K Buy
78,388
+1,665
+2% +$8.11K ﹤0.01% 2925
2024
Q1 		$447K Buy
76,723
+1,522
+2% +$9.45K ﹤0.01% 2735
2023
Q4 		$465K Sell
75,201
-452
-0.6% -$2.67K ﹤0.01% 2700
2023
Q3 		$469K Sell
75,653
-944
-1% -$6.24K ﹤0.01% 2649
2023
Q2 		$516K Sell
76,597
-9,944
-11% -$65.5K ﹤0.01% 2666
2023
Q1 		$588K Buy
86,541
+4,814
+6% +$33.4K ﹤0.01% 2373
2022
Q4 		$517K Sell
81,727
-161
-0.2% -$1.04K ﹤0.01% 2444
2022
Q3 		$477K Buy
81,888
+5,993
+8% +$37.4K ﹤0.01% 2516
2022
Q2 		$425K Buy
75,895
+16,571
+28% +$106K ﹤0.01% 2578
2022
Q1 		$498K Buy
59,324
+8,994
+18% +$72.6K ﹤0.01% 2429
2021
Q4 		$403K Buy
50,330
+7,020
+16% +$60.5K ﹤0.01% 2597
2021
Q3 		$404K Buy
43,310
+31,165
+257% +$262K ﹤0.01% 2637
2021
Q2 		$116K Sell
12,145
-3,214
-21% -$31.6K ﹤0.01% 2961
2021
Q1 		$144K Sell
15,359
-100
-0.6% -$815 ﹤0.01% 2893
2020
Q4 		$114K Buy
15,459
+2,789
+22% +$14.1K ﹤0.01% 2954
2020
Q3 		$53K Sell
12,670
-2,810
-18% -$10.9K ﹤0.01% 2945
2020
Q2 		$62K Buy
+15,480
New +$45K ﹤0.01% 3017

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
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
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

RhumbLine Advisers's CTOS Position: Q3 2026 in Review

RhumbLine Advisers reduced its Custom Truck One Source (CTOS) stake by 3.6% in Q3 2026, selling an estimated $26.3K and leaving 71,803 shares worth $654K. The position accounts for ﹤0.01% of the portfolio, ranked #2553.

RhumbLine Advisers first reported a position in CTOS in Q2 2020 and has held it in 26 quarters since. The position peaked at $879K in Q2 2026. 114 funds tracked by Wall St. Rank hold CTOS as of Q3 2026.

  • RhumbLine Advisers held 71,803 shares of Custom Truck One Source worth $654K as of Q3 2026.
  • RhumbLine Advisers sold 2,652 Custom Truck One Source shares in Q3 2026, an estimated $26.3K.
  • Custom Truck One Source made up ﹤0.01% of RhumbLine Advisers's portfolio in Q3 2026, its #2553 holding.
  • RhumbLine Advisers first reported a position in Custom Truck One Source in Q2 2020 and has held it in 26 quarters since.
  • RhumbLine Advisers's Custom Truck One Source position peaked at $879K in Q2 2026.
  • 114 funds tracked by Wall St. Rank held Custom Truck One Source as of Q3 2026.

Based on RhumbLine Advisers's 13F filing for Q3 2026, filed 10 Nov 2026.