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Summit Securities Group’s Custom Truck One Source CTOS Stock Holding History

Summit Securities Group’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 		$5.76K Buy
+488
New +$4.6K ﹤0.01% 949
2022
Q4 		– Sell
-399
Closed -$2K – 1193
2022
Q3 		$2K Buy
+399
New +$2.49K ﹤0.01% 861

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

Summit Securities Group's CTOS Position: Q2 2026 in Review

Summit Securities Group opened a new position in Custom Truck One Source (CTOS) in Q2 2026: 488 shares worth $5.76K. The stake represents ﹤0.01% of the portfolio and ranks #949 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in CTOS as recently as Q3 2022.

Summit Securities Group first reported a position in CTOS in Q3 2022 and has held it in 2 quarters since. 187 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • Summit Securities Group held 488 shares of Custom Truck One Source worth $5.76K as of Q2 2026.
  • Custom Truck One Source was a new Summit Securities Group position in Q2 2026.
  • Custom Truck One Source made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #949 holding.
  • Summit Securities Group first reported a position in Custom Truck One Source in Q3 2022 and has held it in 2 quarters since.
  • 187 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.