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Concurrent Investment Advisors’s Toast TOST Stock Holding History

Concurrent Investment Advisors’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
2025
Q3 		– Sell
-400
Closed -$17.7K – 1602
2025
Q2 		$17.7K Buy
+400
New +$15.7K ﹤0.01% 1383

Other funds holding TOST

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 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
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

Concurrent Investment Advisors's TOST Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Toast (TOST) stake by 7.3% in Q2 2026, selling an estimated $22.7K and leaving 11,082 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1673.

Concurrent Investment Advisors first reported a position in TOST in Q1 2025 and has held it in 5 quarters since. The position peaked at $757K in Q1 2025. 266 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Concurrent Investment Advisors held 11,082 shares of Toast worth $308K as of Q2 2026.
  • Concurrent Investment Advisors sold 869 Toast shares in Q2 2026, an estimated $22.7K.
  • Toast made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1673 holding.
  • Concurrent Investment Advisors first reported a position in Toast in Q1 2025 and has held it in 5 quarters since.
  • Concurrent Investment Advisors's Toast position peaked at $757K in Q1 2025.
  • 266 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.