1620 Investment Advisors’s Toast TOST Stock Holding History

1620 Investment Advisors’s Portfolio TOST Stock Details TOST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$236K	Buy	8,498 +3,208	+61%	+$83.7K	0.15%	159
2026 Q1	$140K	Buy	5,290 +2,772	+110%	+$82.7K	0.09%	193
2025 Q4	$89.4K	Buy	2,518 +52	+2%	+$1.88K	0.06%	248
2025 Q3	$90K	Sell	2,466 -70	-3%	-$3.04K	0.06%	246
2025 Q2	$112K	Buy	2,536 +1,102	+77%	+$43.3K	0.08%	213
2025 Q1	$47.6K	Hold	1,434	–	–	0.04%	303
2024 Q4	$52.3K	Buy	1,434 +130	+10%	+$4.57K	0.04%	294
2024 Q3	$36.9K	Hold	1,304	–	–	0.03%	337
2024 Q2	$33.6K	Buy	+1,304	New	+$31.5K	0.03%	339

Other funds holding TOST

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HLA

Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

AWS

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

CCM

Campbell Capital Management Miami, Florida $279M AUM 49.18% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

1620 Investment Advisors's TOST Position: Q2 2026 in Review

1620 Investment Advisors increased its Toast (TOST) stake by 61% in Q2 2026, buying an estimated $83.7K and bringing the position to 8,498 shares worth $236K. The position accounts for 0.15% of the portfolio, ranked #159.

1620 Investment Advisors first reported a position in TOST in Q2 2024 and has held it in 9 quarters since. 119 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

1620 Investment Advisors held 8,498 shares of Toast worth $236K as of Q2 2026.
1620 Investment Advisors bought 3,208 Toast shares in Q2 2026, an estimated $83.7K.
Toast made up 0.15% of 1620 Investment Advisors's portfolio in Q2 2026, its #159 holding.
1620 Investment Advisors first reported a position in Toast in Q2 2024 and has held it in 9 quarters since.
119 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.