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Legacy Wealth Asset Management’s Toast TOST Stock Holding History

Legacy Wealth Asset 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 		$247K Sell
8,890
-248
-3% -$6.47K 0.05% 342
2026
Q1 		$242K Buy
+9,138
New +$273K 0.06% 339
2025
Q4 		– Sell
-6,308
Closed -$230K – 379
2025
Q3 		$230K Buy
+6,308
New +$274K 0.06% 341

Other funds holding TOST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Legacy Wealth Asset Management's TOST Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Toast (TOST) stake by 2.7% in Q2 2026, selling an estimated $6.47K and leaving 8,890 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #342.

Legacy Wealth Asset Management first reported a position in TOST in Q3 2025 and has held it in 3 quarters since. 376 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Legacy Wealth Asset Management held 8,890 shares of Toast worth $247K as of Q2 2026.
  • Legacy Wealth Asset Management sold 248 Toast shares in Q2 2026, an estimated $6.47K.
  • Toast made up 0.05% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #342 holding.
  • Legacy Wealth Asset Management first reported a position in Toast in Q3 2025 and has held it in 3 quarters since.
  • 376 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.