Moody National Bank Trust Division’s Toast TOST Stock Holding History

Moody National Bank Trust Division’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	$1.46M	Buy	50,298 +7,298	+17%	+$235K	0.12%	169
2026 Q2	$1.2M	Buy	43,000 +17,087	+66%	+$446K	0.1%	206
2026 Q1	$687K	Sell	25,913 -42,609	-62%	-$1.27M	0.07%	287
2025 Q4	$2.43M	Sell	68,522 -14,150	-17%	-$510K	0.23%	82
2025 Q3	$3.02M	Sell	82,672 -30,150	-27%	-$1.31M	0.25%	69
2025 Q2	$5M	Buy	112,822 +11,200	+11%	+$440K	0.46%	44
2025 Q1	$3.37M	Buy	101,622 +6,673	+7%	+$250K	0.35%	52
2024 Q4	$3.46M	Sell	94,949 -44,500	-32%	-$1.56M	0.36%	48
2024 Q3	$3.95M	Buy	139,449 +30,150	+28%	+$764K	0.42%	43
2024 Q2	$2.82M	Sell	109,299 -28,050	-20%	-$678K	0.22%	53
2024 Q1	$3.42M	Sell	137,349 -21,803	-14%	-$451K	0.27%	40
2023 Q4	$2.91M	Buy	159,152 +23,518	+17%	+$386K	0.23%	54
2023 Q3	$2.54M	Buy	135,634 +26,424	+24%	+$574K	0.16%	98
2023 Q2	$2.46M	Buy	109,210 +14,550	+15%	+$290K	0.17%	90
2023 Q1	$1.68M	Sell	94,660 -19,906	-17%	-$393K	0.14%	126
2022 Q4	$2.07M	Buy	114,566 +6,000	+6%	+$113K	0.18%	97
2022 Q3	$1.81M	Buy	108,566 +56,916	+110%	+$987K	0.19%	105
2022 Q2	$668K	Buy	+51,650	New	+$856K	0.07%	235

Other funds holding TOST

ZCI

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

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

GCM

Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WWM

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Moody National Bank Trust Division's TOST Position: Q3 2026 in Review

Moody National Bank Trust Division increased its Toast (TOST) stake by 17% in Q3 2026, buying an estimated $235K and bringing the position to 50,298 shares worth $1.46M. The position accounts for 0.12% of the portfolio, ranked #169.

Moody National Bank Trust Division first reported a position in TOST in Q2 2022 and has held it in 18 quarters since. The position peaked at $5M in Q2 2025. 22 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

Moody National Bank Trust Division held 50,298 shares of Toast worth $1.46M as of Q3 2026.
Moody National Bank Trust Division bought 7,298 Toast shares in Q3 2026, an estimated $235K.
Toast made up 0.12% of Moody National Bank Trust Division's portfolio in Q3 2026, its #169 holding.
Moody National Bank Trust Division first reported a position in Toast in Q2 2022 and has held it in 18 quarters since.
Moody National Bank Trust Division's Toast position peaked at $5M in Q2 2025.
22 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Moody National Bank Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.