Mayflower Financial Advisors’s Toast TOST Stock Holding History

Mayflower Financial 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	$267K	Buy	9,607 +10	+0.1%	+$261	0.02%	399
2026 Q1	$254K	Buy	9,597 +147	+2%	+$4.39K	0.03%	387
2025 Q4	$336K	Buy	9,450 +54	+0.6%	+$1.95K	0.04%	321
2025 Q3	$343K	Sell	9,396 -3,136	-25%	-$136K	0.04%	315
2025 Q2	$555K	Buy	12,532 +2,555	+26%	+$100K	0.08%	224
2025 Q1	$331K	Buy	9,977 +84	+0.8%	+$3.15K	0.05%	289
2024 Q4	$361K	Sell	9,893 -89	-0.9%	-$3.13K	0.05%	269
2024 Q3	$283K	Sell	9,982 -38	-0.4%	-$963	0.04%	301
2024 Q2	$258K	Buy	10,020 +100	+1%	+$2.42K	0.04%	301
2024 Q1	$247K	Sell	9,920 -312	-3%	-$6.46K	0.04%	308
2023 Q4	$187K	Sell	10,232 -14	-0.1%	-$230	0.03%	327
2023 Q3	$192K	Sell	10,246 -126	-1%	-$2.73K	0.03%	322
2023 Q2	$234K	Buy	+10,372	New	+$207K	0.03%	312

Other funds holding TOST

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

SIMG

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mayflower Financial Advisors's TOST Position: Q2 2026 in Review

Mayflower Financial Advisors increased its Toast (TOST) stake by 0.1% in Q2 2026, buying an estimated $261 and bringing the position to 9,607 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #399.

Mayflower Financial Advisors first reported a position in TOST in Q2 2023 and has held it in 13 quarters since. The position peaked at $555K in Q2 2025. 305 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Mayflower Financial Advisors held 9,607 shares of Toast worth $267K as of Q2 2026.
Mayflower Financial Advisors bought 10 Toast shares in Q2 2026, an estimated $261.
Toast made up 0.02% of Mayflower Financial Advisors's portfolio in Q2 2026, its #399 holding.
Mayflower Financial Advisors first reported a position in Toast in Q2 2023 and has held it in 13 quarters since.
Mayflower Financial Advisors's Toast position peaked at $555K in Q2 2025.
305 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.