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Golden State Wealth Management’s Toast TOST Stock Holding History

Golden State Wealth Management’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 		$1.81K Sell
65
-69
-51% -$1.8K ﹤0.01% 1399
2026
Q1 		$3.55K Sell
134
-130
-49% -$3.88K ﹤0.01% 1274
2025
Q4 		$9.37K Hold
264
– – ﹤0.01% 1124
2025
Q3 		$9.64K Buy
264
+69
+35% +$3K ﹤0.01% 1111
2025
Q2 		$8.64K Hold
195
– – ﹤0.01% 1108
2025
Q1 		$6.47K Hold
195
– – ﹤0.01% 1111
2024
Q4 		$7.11K Buy
+195
New +$6.85K ﹤0.01% 1039

Other funds holding TOST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
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
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

Golden State Wealth Management's TOST Position: Q2 2026 in Review

Golden State Wealth Management reduced its Toast (TOST) stake by 51% in Q2 2026, selling an estimated $1.8K and leaving 65 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

Golden State Wealth Management first reported a position in TOST in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.64K in Q3 2025. 376 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Golden State Wealth Management held 65 shares of Toast worth $1.81K as of Q2 2026.
  • Golden State Wealth Management sold 69 Toast shares in Q2 2026, an estimated $1.8K.
  • Toast made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1399 holding.
  • Golden State Wealth Management first reported a position in Toast in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's Toast position peaked at $9.64K in Q3 2025.
  • 376 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.