CVA Family Office’s Toast TOST Stock Holding History

CVA Family Office’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	$28	Sell	1 -805	-100%	-$21K	﹤0.01%	1797
2026 Q1	$21.4K	Buy	806 +636	+374%	+$19K	﹤0.01%	783
2025 Q4	$6.04K	Sell	170 -106	-38%	-$3.82K	﹤0.01%	865
2025 Q3	$10.1K	Hold	276	–	–	﹤0.01%	804
2025 Q2	$12.2K	Buy	276 +47	+21%	+$1.85K	﹤0.01%	768
2025 Q1	$7.6K	Buy	229 +228	+22,800%	+$8.54K	﹤0.01%	837
2024 Q4	$36	Hold	1	–	–	﹤0.01%	1284
2024 Q3	$28	Hold	1	–	–	﹤0.01%	1265
2024 Q2	$26	Hold	1	–	–	﹤0.01%	1274
2024 Q1	$25	Hold	1	–	–	﹤0.01%	1054
2023 Q4	$18	Buy	+1	New	+$16	﹤0.01%	1042
2023 Q3	–	Sell	-1	Closed	-$23	–	873
2023 Q2	$23	Hold	1	–	–	﹤0.01%	1009
2023 Q1	$18	Hold	1	–	–	﹤0.01%	977
2022 Q4	$18	Hold	1	–	–	﹤0.01%	943
2022 Q3	$0	Hold	1	–	–	﹤0.01%	936
2022 Q2	$0	Hold	1	–	–	﹤0.01%	991
2022 Q1	$0	Hold	1	–	–	﹤0.01%	996
2021 Q4	$0	Buy	+1	New	+$46	﹤0.01%	924

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

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

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

CVA Family Office's TOST Position: Q2 2026 in Review

CVA Family Office reduced its Toast (TOST) stake by 100% in Q2 2026, selling an estimated $21K and leaving 1 share worth $28. The position accounts for ﹤0.01% of the portfolio, ranked #1797.

CVA Family Office first reported a position in TOST in Q4 2021 and has held it in 18 quarters since. The position peaked at $21.4K in Q1 2026. 376 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

CVA Family Office held 1 share of Toast worth $28 as of Q2 2026.
CVA Family Office sold 805 Toast shares in Q2 2026, an estimated $21K.
Toast made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1797 holding.
CVA Family Office first reported a position in Toast in Q4 2021 and has held it in 18 quarters since.
CVA Family Office's Toast position peaked at $21.4K in Q1 2026.
376 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.