Wells Fargo
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Wells Fargo’s Custom Truck One Source CTOS Stock Holding History

Wells Fargo’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 		$846K Buy
71,661
+32,279
+82% +$304K ﹤0.01% 4228
2026
Q1 		$259K Sell
39,382
-45,460
-54% -$299K ﹤0.01% 4552
2025
Q4 		$489K Buy
84,842
+26,791
+46% +$164K ﹤0.01% 4509
2025
Q3 		$373K Buy
58,051
+8,912
+18% +$51.6K ﹤0.01% 4514
2025
Q2 		$243K Buy
49,139
+6,151
+14% +$26.5K ﹤0.01% 4661
2025
Q1 		$181K Sell
42,988
-4,305
-9% -$20.8K ﹤0.01% 4779
2024
Q4 		$227K Buy
47,293
+8,587
+22% +$38.8K ﹤0.01% 4720
2024
Q3 		$134K Sell
38,706
-1,931
-5% -$8.12K ﹤0.01% 4846
2024
Q2 		$177K Buy
40,637
+533
+1% +$2.6K ﹤0.01% 4595
2024
Q1 		$233K Buy
40,104
+4,223
+12% +$26.2K ﹤0.01% 4379
2023
Q4 		$222K Buy
35,881
+5,828
+19% +$34.4K ﹤0.01% 4402
2023
Q3 		$186K Sell
30,053
-15,716
-34% -$104K ﹤0.01% 4398
2023
Q2 		$308K Buy
45,769
+15,185
+50% +$100K ﹤0.01% 4300
2023
Q1 		$208K Buy
30,584
+8,815
+40% +$61.2K ﹤0.01% 4403
2022
Q4 		$138K Buy
21,769
+55
+0.3% +$357 ﹤0.01% 4373
2022
Q3 		$127K Sell
21,714
-45,359
-68% -$283K ﹤0.01% 4487
2022
Q2 		$375K Sell
67,073
-11,041
-14% -$70.4K ﹤0.01% 3914
2022
Q1 		$656K Sell
78,114
-5,632
-7% -$45.5K ﹤0.01% 4212
2021
Q4 		$670K Sell
83,746
-572,729
-87% -$4.93M ﹤0.01% 4435
2021
Q3 		$6.12M Buy
656,475
+285,032
+77% +$2.4M ﹤0.01% 2649
2021
Q2 		$3.54M Buy
371,443
+287,545
+343% +$2.83M ﹤0.01% 3177
2021
Q1 		$784K Buy
83,898
+75,123
+856% +$612K ﹤0.01% 4413
2020
Q4 		$64K Sell
8,775
-13,374
-60% -$67.7K ﹤0.01% 5514
2020
Q3 		$91K Sell
22,149
-8,627
-28% -$33.4K ﹤0.01% 5305
2020
Q2 		$124K Sell
30,776
-9,373
-23% -$27.3K ﹤0.01% 5128
2020
Q1 		$132K Buy
40,149
+581
+1% +$2.2K ﹤0.01% 4921
2019
Q4 		$162K Sell
39,568
-8,800
-18% -$38.5K ﹤0.01% 5073
2019
Q3 		$289K Sell
48,368
-1,755
-4% -$13.7K ﹤0.01% 4745
2019
Q2 		$513K Buy
+50,123
New +$514K ﹤0.01% 4364

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

Wells Fargo's CTOS Position: Q2 2026 in Review

Wells Fargo increased its Custom Truck One Source (CTOS) stake by 82% in Q2 2026, buying an estimated $304K and bringing the position to 71,661 shares worth $846K. The position accounts for ﹤0.01% of the portfolio, ranked #4228.

Wells Fargo first reported a position in CTOS in Q2 2019 and has held it in 29 quarters since. The position peaked at $6.12M in Q3 2021. 187 funds tracked by Wall St. Rank hold CTOS as of Q2 2026.

  • Wells Fargo held 71,661 shares of Custom Truck One Source worth $846K as of Q2 2026.
  • Wells Fargo bought 32,279 Custom Truck One Source shares in Q2 2026, an estimated $304K.
  • Custom Truck One Source made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #4228 holding.
  • Wells Fargo first reported a position in Custom Truck One Source in Q2 2019 and has held it in 29 quarters since.
  • Wells Fargo's Custom Truck One Source position peaked at $6.12M in Q3 2021.
  • 187 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.