Chesley Taft & Associates
TOST icon

Chesley Taft & Associates’s Toast TOST Stock Holding History

Chesley Taft & Associates’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 		$1.8M Buy
61,964
+4,364
+8% +$141K 0.07% 164
2026
Q2 		$1.6M Buy
+57,600
New +$1.5M 0.06% 179

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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Maestria Partners
Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return
Arkfeld Wealth Strategies
Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return
Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Chesley Taft & Associates's TOST Position: Q3 2026 in Review

Chesley Taft & Associates increased its Toast (TOST) stake by 7.6% in Q3 2026, buying an estimated $141K and bringing the position to 61,964 shares worth $1.8M. The position accounts for 0.07% of the portfolio, ranked #164.

Chesley Taft & Associates first reported a position in TOST in Q2 2026 and has held it in 2 quarters since. 317 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

  • Chesley Taft & Associates held 61,964 shares of Toast worth $1.8M as of Q3 2026.
  • Chesley Taft & Associates bought 4,364 Toast shares in Q3 2026, an estimated $141K.
  • Toast made up 0.07% of Chesley Taft & Associates's portfolio in Q3 2026, its #164 holding.
  • Chesley Taft & Associates first reported a position in Toast in Q2 2026 and has held it in 2 quarters since.
  • 317 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Chesley Taft & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.