Klein Pavlis & Peasley Financial’s Toast TOST Stock Holding History

Klein Pavlis & Peasley Financial’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	$2.23M	Buy	80,204 +12,398	+18%	+$323K	1.16%	31
2026 Q1	$1.8M	Buy	67,806 +18,816	+38%	+$561K	0.99%	33
2025 Q4	$1.74M	Buy	48,990 +28,240	+136%	+$1.02M	1.03%	31
2025 Q3	$758K	Buy	+20,750	New	+$901K	0.47%	59

Other funds holding TOST

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

Klein Pavlis & Peasley Financial's TOST Position: Q2 2026 in Review

Klein Pavlis & Peasley Financial increased its Toast (TOST) stake by 18% in Q2 2026, buying an estimated $323K and bringing the position to 80,204 shares worth $2.23M. The position accounts for 1.16% of the portfolio, ranked #31.

Klein Pavlis & Peasley Financial first reported a position in TOST in Q3 2025 and has held it in 4 quarters since. 245 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Klein Pavlis & Peasley Financial held 80,204 shares of Toast worth $2.23M as of Q2 2026.
Klein Pavlis & Peasley Financial bought 12,398 Toast shares in Q2 2026, an estimated $323K.
Toast made up 1.16% of Klein Pavlis & Peasley Financial's portfolio in Q2 2026, its #31 holding.
Klein Pavlis & Peasley Financial first reported a position in Toast in Q3 2025 and has held it in 4 quarters since.
245 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2026, filed 23 Jul 2026.