James T. Borello
TOST icon

James T. Borello’s Toast TOST Stock Holding History

James T. Borello’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 		$9.6K Buy
331
+3
+0.9% +$97 ﹤0.01% 614
2026
Q2 		$9.12K Sell
328
-28
-8% -$730 ﹤0.01% 626
2026
Q1 		$9.44K Sell
356
-74
-17% -$2.21K ﹤0.01% 583
2025
Q4 		$15.3K Buy
430
+399
+1,287% +$14.4K ﹤0.01% 321
2025
Q3 		$1.13K Buy
+31
New +$1.35K ﹤0.01% 798

Other funds holding TOST

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Maestria Partners
Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return
Arkfeld Wealth Strategies
Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return
Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

James T. Borello's TOST Position: Q3 2026 in Review

James T. Borello increased its Toast (TOST) stake by 0.91% in Q3 2026, buying an estimated $97 and bringing the position to 331 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

James T. Borello first reported a position in TOST in Q3 2025 and has held it in 5 quarters since. The position peaked at $15.3K in Q4 2025. 277 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

  • James T. Borello held 331 shares of Toast worth $9.6K as of Q3 2026.
  • James T. Borello bought 3 Toast shares in Q3 2026, an estimated $97.
  • Toast made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #614 holding.
  • James T. Borello first reported a position in Toast in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello's Toast position peaked at $15.3K in Q4 2025.
  • 277 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.