SBI Securities
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SBI Securities’s Custom Truck One Source CTOS Stock Holding History

SBI Securities’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 		$295 Sell
25
-37
-60% -$348 ﹤0.01% 3206
2026
Q1 		$407 Buy
62
+12
+24% +$79 ﹤0.01% 2968
2025
Q4 		$288 Buy
50
+23
+85% +$140 ﹤0.01% 3086
2025
Q3 		$173 Hold
27
– – ﹤0.01% 3365
2025
Q2 		$133 Buy
+27
New +$116 ﹤0.01% 3442

Other funds holding CTOS

Platinum Equity Advisors
Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SBI Securities's CTOS Position: Q2 2026 in Review

SBI Securities reduced its Custom Truck One Source (CTOS) stake by 60% in Q2 2026, selling an estimated $348 and leaving 25 shares worth $295. The position accounts for ﹤0.01% of the portfolio, ranked #3206.

SBI Securities first reported a position in CTOS in Q2 2025 and has held it in 5 quarters since. The position peaked at $407 in Q1 2026. 186 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • SBI Securities held 25 shares of Custom Truck One Source worth $295 as of Q2 2026.
  • SBI Securities sold 37 Custom Truck One Source shares in Q2 2026, an estimated $348.
  • Custom Truck One Source made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3206 holding.
  • SBI Securities first reported a position in Custom Truck One Source in Q2 2025 and has held it in 5 quarters since.
  • SBI Securities's Custom Truck One Source position peaked at $407 in Q1 2026.
  • 186 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.