PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Toast TOST Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$4.17K	Buy	+150	New	+$3.91K	﹤0.01%	472

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s TOST Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. opened a new position in Toast (TOST) in Q2 2026: 150 shares worth $4.17K. The stake represents ﹤0.01% of the portfolio and ranks #472 among its holdings.

376 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 150 shares of Toast worth $4.17K as of Q2 2026.
Toast was a new PENSION & WEALTH MANAGEMENT ADVISORS, INC. position in Q2 2026.
Toast made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #472 holding.
376 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.