FFA
TOST icon

Farther Finance Advisors’s Toast TOST Stock Holding History

Farther Finance 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
2026
Q3 		$641K Sell
22,125
-16,590
-43% -$534K ﹤0.01% 1404
2026
Q2 		$1.08M Buy
38,715
+29,196
+307% +$761K 0.01% 1053
2026
Q1 		$248K Buy
9,519
+1,549
+19% +$46.2K ﹤0.01% 1865
2025
Q4 		$283K Buy
7,970
+3,078
+63% +$111K ﹤0.01% 1674
2025
Q3 		$179K Sell
4,892
-200
-4% -$8.68K ﹤0.01% 1667
2025
Q2 		$226K Buy
5,092
+1,941
+62% +$76.3K ﹤0.01% 1335
2025
Q1 		$108K Buy
3,151
+716
+29% +$26.8K ﹤0.01% 1508
2024
Q4 		$88.8K Buy
2,435
+402
+20% +$14.1K ﹤0.01% 1358
2024
Q3 		$57.6K Buy
2,033
+496
+32% +$12.6K ﹤0.01% 1576
2024
Q2 		$39.1K Buy
1,537
+991
+182% +$24K ﹤0.01% 1517
2024
Q1 		$13.3K Buy
546
+442
+425% +$9.15K ﹤0.01% 1639
2023
Q4 		$1.9K Buy
104
+88
+550% +$1.44K ﹤0.01% 2452
2023
Q3 		$300 Sell
16
-28
-64% -$608 ﹤0.01% 2381
2023
Q2 		$993 Sell
44
-230
-84% -$4.59K ﹤0.01% 1981
2023
Q1 		$4.86K Buy
+274
New +$5.4K ﹤0.01% 1349

Other funds holding TOST

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Farther Finance Advisors's TOST Position: Q3 2026 in Review

Farther Finance Advisors reduced its Toast (TOST) stake by 43% in Q3 2026, selling an estimated $534K and leaving 22,125 shares worth $641K. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

Farther Finance Advisors first reported a position in TOST in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.08M in Q2 2026. 22 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

  • Farther Finance Advisors held 22,125 shares of Toast worth $641K as of Q3 2026.
  • Farther Finance Advisors sold 16,590 Toast shares in Q3 2026, an estimated $534K.
  • Toast made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1404 holding.
  • Farther Finance Advisors first reported a position in Toast in Q1 2023 and has held it in 15 quarters since.
  • Farther Finance Advisors's Toast position peaked at $1.08M in Q2 2026.
  • 22 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.