Superior Planning, LLC’s Toast TOST Stock Holding History

Superior Planning, LLC’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 Q3	$4.55K	Buy	+157	New	+$5.06K	﹤0.01%	1236

Other funds holding TOST

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Superior Planning, LLC's TOST Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Toast (TOST) in Q3 2026: 157 shares worth $4.55K. The stake represents ﹤0.01% of the portfolio and ranks #1236 among its holdings.

561 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

Superior Planning, LLC held 157 shares of Toast worth $4.55K as of Q3 2026.
Toast was a new Superior Planning, LLC position in Q3 2026.
Toast made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1236 holding.
561 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.