Root Financial Partners
CTOS icon

Root Financial Partners’s Custom Truck One Source CTOS Stock Holding History

Root Financial Partners’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 		$4.49K Buy
+493
New +$4.88K ﹤0.01% 2270
2026
Q2 		– Sell
-214
Closed -$1.41K – 1041
2026
Q1 		$1.41K Buy
+214
New +$1.41K ﹤0.01% 2460

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Vanguard Capital Management
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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

Root Financial Partners's CTOS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Custom Truck One Source (CTOS) in Q3 2026: 493 shares worth $4.49K. The stake represents ﹤0.01% of the portfolio and ranks #2270 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CTOS as recently as Q1 2026.

Root Financial Partners first reported a position in CTOS in Q1 2026 and has held it in 2 quarters since. 130 funds tracked by Wall St. Rank hold CTOS as of Q3 2026.

  • Root Financial Partners held 493 shares of Custom Truck One Source worth $4.49K as of Q3 2026.
  • Custom Truck One Source was a new Root Financial Partners position in Q3 2026.
  • Custom Truck One Source made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2270 holding.
  • Root Financial Partners first reported a position in Custom Truck One Source in Q1 2026 and has held it in 2 quarters since.
  • 130 funds tracked by Wall St. Rank held Custom Truck One Source as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.