LA
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
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
Q2 		– Sell
-26,318
Closed -$873K – 367
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% +$9.76K 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

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
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
CCM
Campbell Capital Management Miami, Florida $279M AUM 49.18% 1-Year Est. Return

Legacy Advisors's TOST Position: Q2 2026 in Review

Legacy Advisors reduced its Toast (TOST) stake by 11% in Q2 2026, selling an estimated $73.7K and leaving 23,481 shares worth $653K. The position accounts for 0.06% of the portfolio, ranked #160.

Legacy Advisors first reported a position in TOST in Q3 2022 and has held it in 15 quarters since. The position peaked at $943K in Q4 2024. 173 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Legacy Advisors held 23,481 shares of Toast worth $653K as of Q2 2026.
  • Legacy Advisors sold 2,826 Toast shares in Q2 2026, an estimated $73.7K.
  • Toast made up 0.06% of Legacy Advisors's portfolio in Q2 2026, its #160 holding.
  • Legacy Advisors first reported a position in Toast in Q3 2022 and has held it in 15 quarters since.
  • Legacy Advisors's Toast position peaked at $943K in Q4 2024.
  • 173 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.