Independent Wealth Network’s Toast TOST Stock Holding History

Independent Wealth Network’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	$258K	Sell	8,887 -1,901	-18%	-$61.2K	0.06%	265
2026 Q2	$300K	Buy	+10,788	New	+$281K	0.08%	248
2026 Q1	–	Sell	-5,642	Closed	-$200K	–	343
2025 Q4	$200K	Buy	5,642 +100	+2%	+$3.6K	0.06%	277
2025 Q3	$202K	Sell	5,542 -899	-14%	-$39K	0.07%	269
2025 Q2	$285K	Buy	6,441 +309	+5%	+$12.1K	0.1%	201
2025 Q1	$203K	Sell	6,132 -850	-12%	-$31.8K	0.08%	227
2024 Q4	$254K	Buy	+6,982	New	+$245K	0.1%	192

Other funds holding TOST

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return

Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Westbourne Investment Advisors Annapolis, Maryland $378M AUM 18.11% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Independent Wealth Network's TOST Position: Q3 2026 in Review

Independent Wealth Network reduced its Toast (TOST) stake by 18% in Q3 2026, selling an estimated $61.2K and leaving 8,887 shares worth $258K. The position accounts for 0.06% of the portfolio, ranked #265.

Independent Wealth Network first reported a position in TOST in Q4 2024 and has held it in 7 quarters since. The position peaked at $300K in Q2 2026. 132 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

Independent Wealth Network held 8,887 shares of Toast worth $258K as of Q3 2026.
Independent Wealth Network sold 1,901 Toast shares in Q3 2026, an estimated $61.2K.
Toast made up 0.06% of Independent Wealth Network's portfolio in Q3 2026, its #265 holding.
Independent Wealth Network first reported a position in Toast in Q4 2024 and has held it in 7 quarters since.
Independent Wealth Network's Toast position peaked at $300K in Q2 2026.
132 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.