Stifel Financial
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Stifel Financial’s Custom Truck One Source CTOS Stock Holding History

Stifel Financial’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
2025
Q4 		– Sell
-28,052
Closed -$180K – 3593
2025
Q3 		$180K Buy
28,052
+13,000
+86% +$75.3K ﹤0.01% 3371
2025
Q2 		$74.4K Sell
15,052
-87
-0.6% -$375 ﹤0.01% 3383
2025
Q1 		$63.9K Buy
15,139
+4,069
+37% +$19.6K ﹤0.01% 3328
2024
Q4 		$53.2K Buy
11,070
+1,036
+10% +$4.69K ﹤0.01% 3311
2024
Q3 		$34.6K Sell
10,034
-6
-0.1% -$25 ﹤0.01% 3319
2024
Q2 		$43.7K Buy
+10,040
New +$48.9K ﹤0.01% 3287
2019
Q3 		– Sell
-50,000
Closed -$512K – 2873
2019
Q2 		$512K Buy
+50,000
New +$513K ﹤0.01% 2189

Other funds holding CTOS

PEA
Platinum Equity Advisors Beverly Hills, California $8.96B AUM 34.3% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial's CTOS Position: Q4 2025 in Review

Stifel Financial sold out of Custom Truck One Source (CTOS) in Q4 2025, closing a stake of 28,052 shares — an estimated $180K sold.

Stifel Financial first reported a position in CTOS in Q2 2019 and held it in 7 quarters. The position peaked at $512K in Q2 2019. 157 funds tracked by Wall St. Rank hold CTOS as of Q4 2025.

  • Stifel Financial reported no remaining Custom Truck One Source position as of Q4 2025 after selling out during the quarter.
  • Stifel Financial sold 28,052 Custom Truck One Source shares in Q4 2025, an estimated $180K.
  • Stifel Financial first reported a position in Custom Truck One Source in Q2 2019 and held it in 7 quarters.
  • Stifel Financial's Custom Truck One Source position peaked at $512K in Q2 2019.
  • 157 funds tracked by Wall St. Rank held Custom Truck One Source as of Q4 2025.

Based on Stifel Financial's 13F filing for Q4 2025, filed 13 Feb 2026.