Sierra Summit Advisors’s Custom Truck One Source CTOS Stock Holding History

Sierra Summit Advisors’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	$1.13M	Buy	+124,042	New	+$1.23M	0.13%	126

Other funds holding CTOS

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Sierra Summit Advisors's CTOS Position: Q3 2026 in Review

Sierra Summit Advisors opened a new position in Custom Truck One Source (CTOS) in Q3 2026: 124,042 shares worth $1.13M. The stake represents 0.13% of the portfolio and ranks #126 among its holdings.

27 funds tracked by Wall St. Rank hold CTOS as of Q3 2026.

Sierra Summit Advisors held 124,042 shares of Custom Truck One Source worth $1.13M as of Q3 2026.
Custom Truck One Source was a new Sierra Summit Advisors position in Q3 2026.
Custom Truck One Source made up 0.13% of Sierra Summit Advisors's portfolio in Q3 2026, its #126 holding.
27 funds tracked by Wall St. Rank held Custom Truck One Source as of Q3 2026.

Based on Sierra Summit Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.