Rothwell Investment Advisors, LLC’s Toast TOST Stock Holding History

Rothwell Investment Advisors, 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	$15.4K	Buy	+530	New	+$17.1K	0.01%	681

Other funds holding TOST

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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Rothwell Investment Advisors, LLC's TOST Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Toast (TOST) in Q3 2026: 530 shares worth $15.4K. The stake represents 0.01% of the portfolio and ranks #681 among its holdings.

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

Rothwell Investment Advisors, LLC held 530 shares of Toast worth $15.4K as of Q3 2026.
Toast was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Toast made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #681 holding.
400 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.