Institute for Wealth Management’s Toast TOST Stock Holding History

Institute for 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	$9.29K	Buy	+334	New	+$8.71K	﹤0.01%	1330

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

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Institute for Wealth Management's TOST Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Toast (TOST) in Q2 2026: 334 shares worth $9.29K. The stake represents ﹤0.01% of the portfolio and ranks #1330 among its holdings.

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

Institute for Wealth Management held 334 shares of Toast worth $9.29K as of Q2 2026.
Toast was a new Institute for Wealth Management position in Q2 2026.
Toast made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1330 holding.
403 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.