Align Financial’s Toast TOST Stock Holding History

Align Financial’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	$348	Buy	+12	New	+$386	﹤0.01%	548

Other funds holding TOST

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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return

Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Westbourne Investment Advisors Annapolis, Maryland $378M AUM 18.11% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Align Financial's TOST Position: Q3 2026 in Review

Align Financial opened a new position in Toast (TOST) in Q3 2026: 12 shares worth $348. The stake represents ﹤0.01% of the portfolio and ranks #548 among its holdings.

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

Align Financial held 12 shares of Toast worth $348 as of Q3 2026.
Toast was a new Align Financial position in Q3 2026.
Toast made up ﹤0.01% of Align Financial's portfolio in Q3 2026, its #548 holding.
133 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.