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 Q1	$1.41K	Buy	+214	New	+$1.41K	﹤0.01%	2460

Other funds holding CTOS

PEA

Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return

CWA

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Root Financial Partners's CTOS Position: Q1 2026 in Review

Root Financial Partners opened a new position in Custom Truck One Source (CTOS) in Q1 2026: 214 shares worth $1.41K. The stake represents ﹤0.01% of the portfolio and ranks #2460 among its holdings.

174 funds tracked by Wall St. Rank hold CTOS as of Q1 2026.

Root Financial Partners held 214 shares of Custom Truck One Source worth $1.41K as of Q1 2026.
Custom Truck One Source was a new Root Financial Partners position in Q1 2026.
Custom Truck One Source made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2460 holding.
174 funds tracked by Wall St. Rank held Custom Truck One Source as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.