Legacy Advisors
TOST icon

Legacy Advisors’s Toast TOST Stock Holding History

Legacy Advisors’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 		$693K Buy
23,894
+413
+2% +$13.3K 0.07% 146
2026
Q2 		$653K Sell
23,481
-2,826
-11% -$73.7K 0.06% 160
2026
Q1 		$697K Buy
26,307
+2,825
+12% +$84.3K 0.08% 130
2025
Q4 		$834K Buy
23,482
+10
+0% +$361 0.09% 119
2025
Q3 		$857K Buy
+23,472
New +$1.02M 0.11% 105
2025
Q1 		$873K Buy
26,318
+438
+2% +$16.4K 0.09% 183
2024
Q4 		$943K Sell
25,880
-660
-2% -$23.2K 0.09% 170
2024
Q3 		$751K Buy
26,540
+385
+1% +$9.8K 0.08% 192
2024
Q2 		$674K Buy
26,155
+2,686
+11% +$64.9K 0.08% 180
2024
Q1 		$585K Buy
23,469
+10,000
+74% +$207K 0.07% 194
2023
Q4 		$246K Sell
13,469
-1,888
-12% -$31K 0.03% 268
2023
Q3 		$288K Buy
15,357
+1,966
+15% +$42.7K 0.05% 235
2023
Q2 		$302K Sell
13,391
-1,800
-12% -$35.9K 0.04% 219
2023
Q1 		$270K Buy
15,191
+1,840
+14% +$36.3K 0.05% 211
2022
Q4 		$241K Hold
13,351
– – 0.04% 213
2022
Q3 		$223K Buy
+13,351
New +$232K 0.05% 207

Other funds holding TOST

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
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Legacy Advisors's TOST Position: Q3 2026 in Review

Legacy Advisors increased its Toast (TOST) stake by 1.8% in Q3 2026, buying an estimated $13.3K and bringing the position to 23,894 shares worth $693K. The position accounts for 0.07% of the portfolio, ranked #146.

Legacy Advisors first reported a position in TOST in Q3 2022 and has held it in 16 quarters since. The position peaked at $943K in Q4 2024. 180 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

  • Legacy Advisors held 23,894 shares of Toast worth $693K as of Q3 2026.
  • Legacy Advisors bought 413 Toast shares in Q3 2026, an estimated $13.3K.
  • Toast made up 0.07% of Legacy Advisors's portfolio in Q3 2026, its #146 holding.
  • Legacy Advisors first reported a position in Toast in Q3 2022 and has held it in 16 quarters since.
  • Legacy Advisors's Toast position peaked at $943K in Q4 2024.
  • 180 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.