BWM
TOST icon

BAM Wealth Management’s Toast TOST Stock Holding History

BAM Wealth Management’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 		$420K Buy
15,098
+2,844
+23% +$74.2K 0.26% 107
2026
Q1 		$325K Buy
+12,254
New +$366K 0.24% 94

Other funds holding TOST

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BAM Wealth Management's TOST Position: Q2 2026 in Review

BAM Wealth Management increased its Toast (TOST) stake by 23% in Q2 2026, buying an estimated $74.2K and bringing the position to 15,098 shares worth $420K. The position accounts for 0.26% of the portfolio, ranked #107.

BAM Wealth Management first reported a position in TOST in Q1 2026 and has held it in 2 quarters since. 348 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • BAM Wealth Management held 15,098 shares of Toast worth $420K as of Q2 2026.
  • BAM Wealth Management bought 2,844 Toast shares in Q2 2026, an estimated $74.2K.
  • Toast made up 0.26% of BAM Wealth Management's portfolio in Q2 2026, its #107 holding.
  • BAM Wealth Management first reported a position in Toast in Q1 2026 and has held it in 2 quarters since.
  • 348 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.