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Barnes Dennig Private Wealth Management’s Toast TOST Stock Holding History

Barnes Dennig Private 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 		$918 Hold
33
– – ﹤0.01% 333
2026
Q1 		$875 Hold
33
– – ﹤0.01% 302
2025
Q4 		$1.17K Buy
+33
New +$1.19K ﹤0.01% 301

Other funds holding TOST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Barnes Dennig Private Wealth Management's TOST Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management held its Toast (TOST) position steady in Q2 2026 at 33 shares worth $918. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Barnes Dennig Private Wealth Management first reported a position in TOST in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.17K in Q4 2025. 378 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 33 shares of Toast worth $918 as of Q2 2026.
  • Barnes Dennig Private Wealth Management left its Toast share count unchanged in Q2 2026.
  • Toast made up ﹤0.01% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #333 holding.
  • Barnes Dennig Private Wealth Management first reported a position in Toast in Q4 2025 and has held it in 3 quarters since.
  • Barnes Dennig Private Wealth Management's Toast position peaked at $1.17K in Q4 2025.
  • 378 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.