Meriwether Wealth & Planning’s Toast TOST Stock Holding History

Meriwether Wealth & Planning’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	$42K	Buy	+1,450	New	+$46.7K	0.02%	275

Other funds holding TOST

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return

Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return

Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Meriwether Wealth & Planning's TOST Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Toast (TOST) in Q3 2026: 1,450 shares worth $42K. The stake represents 0.02% of the portfolio and ranks #275 among its holdings.

277 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

Meriwether Wealth & Planning held 1,450 shares of Toast worth $42K as of Q3 2026.
Toast was a new Meriwether Wealth & Planning position in Q3 2026.
Toast made up 0.02% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #275 holding.
277 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.