SG Americas Securities
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SG Americas Securities’s Custom Truck One Source CTOS Stock Holding History

SG Americas 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 		$144K Sell
12,161
-12,791
-51% -$120K ﹤0.01% 2933
2026
Q1 		$164K Sell
24,952
-19,406
-44% -$127K ﹤0.01% 2733
2025
Q4 		$256K Buy
44,358
+8,705
+24% +$53.1K ﹤0.01% 2828
2025
Q3 		$229K Buy
+35,653
New +$207K ﹤0.01% 2670
2025
Q2 		– Sell
-16,469
Closed -$69K – 3062
2025
Q1 		$69K Sell
16,469
-15,054
-48% -$72.6K ﹤0.01% 3159
2024
Q4 		$152K Buy
31,523
+12,913
+69% +$58.4K ﹤0.01% 2393
2024
Q3 		$64K Buy
+18,610
New +$78.2K ﹤0.01% 3193
2024
Q1 		– Sell
-84,169
Closed -$520K – 3052
2023
Q4 		$520K Buy
84,169
+64,606
+330% +$381K ﹤0.01% 1451
2023
Q3 		$121K Buy
+19,563
New +$129K ﹤0.01% 2663
2023
Q2 		– Sell
-31,196
Closed -$212K – 2460
2023
Q1 		$212K Buy
+31,196
New +$217K ﹤0.01% 2374
2021
Q4 		– Sell
-24,067
Closed -$225K – 3453
2021
Q3 		$225K Buy
+24,067
New +$203K ﹤0.01% 3156

Other funds holding CTOS

PEA
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

SG Americas Securities's CTOS Position: Q2 2026 in Review

SG Americas Securities reduced its Custom Truck One Source (CTOS) stake by 51% in Q2 2026, selling an estimated $120K and leaving 12,161 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #2933.

SG Americas Securities first reported a position in CTOS in Q3 2021 and has held it in 11 quarters since. The position peaked at $520K in Q4 2023. 186 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • SG Americas Securities held 12,161 shares of Custom Truck One Source worth $144K as of Q2 2026.
  • SG Americas Securities sold 12,791 Custom Truck One Source shares in Q2 2026, an estimated $120K.
  • Custom Truck One Source made up ﹤0.01% of SG Americas Securities's portfolio in Q2 2026, its #2933 holding.
  • SG Americas Securities first reported a position in Custom Truck One Source in Q3 2021 and has held it in 11 quarters since.
  • SG Americas Securities's Custom Truck One Source position peaked at $520K in Q4 2023.
  • 186 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on SG Americas Securities's 13F filing for Q2 2026, filed 7 Aug 2026.