LifeSteps Financial’s Toast TOST Stock Holding History

LifeSteps 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	$8.79K	Buy	+316	New	+$8.24K	﹤0.01%	438

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

LifeSteps Financial's TOST Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Toast (TOST) in Q2 2026: 316 shares worth $8.79K. The stake represents ﹤0.01% of the portfolio and ranks #438 among its holdings.

257 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

LifeSteps Financial held 316 shares of Toast worth $8.79K as of Q2 2026.
Toast was a new LifeSteps Financial position in Q2 2026.
Toast made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #438 holding.
257 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.