Cary Street Partners Investment Advisory’s Toast TOST Stock Holding History

Cary Street Partners Investment Advisory’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	$29K	Buy	1,041 +674	+184%	+$17.6K	0.01%	634
2026 Q1	$9.73K	Buy	367 +33	+10%	+$985	﹤0.01%	633
2025 Q4	$11.9K	Sell	334 -79	-19%	-$2.85K	﹤0.01%	610
2025 Q3	$15.1K	Buy	413 +107	+35%	+$4.64K	0.01%	526
2025 Q2	$13.6K	Buy	306 +130	+74%	+$5.11K	0.01%	504
2025 Q1	$5.84K	Buy	176 +171	+3,420%	+$6.4K	﹤0.01%	513
2024 Q4	$182	Sell	5 -12,538	-100%	-$441K	﹤0.01%	510
2024 Q3	$355K	Sell	12,543 -2,965	-19%	-$75.1K	0.01%	580
2024 Q2	$400K	Buy	15,508 +48	+0.3%	+$1.16K	0.02%	524
2024 Q1	$385K	Hold	15,460	–	–	0.02%	510
2023 Q4	$282K	Hold	15,460	–	–	0.01%	540
2023 Q3	$290K	Buy	+15,460	New	+$336K	0.02%	488

Other funds holding TOST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Cary Street Partners Investment Advisory's TOST Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Toast (TOST) stake by 184% in Q2 2026, buying an estimated $17.6K and bringing the position to 1,041 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #634.

Cary Street Partners Investment Advisory first reported a position in TOST in Q3 2023 and has held it in 12 quarters since. The position peaked at $400K in Q2 2024. 452 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Cary Street Partners Investment Advisory held 1,041 shares of Toast worth $29K as of Q2 2026.
Cary Street Partners Investment Advisory bought 674 Toast shares in Q2 2026, an estimated $17.6K.
Toast made up 0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #634 holding.
Cary Street Partners Investment Advisory first reported a position in Toast in Q3 2023 and has held it in 12 quarters since.
Cary Street Partners Investment Advisory's Toast position peaked at $400K in Q2 2024.
452 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.