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 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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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

Moody National Bank Trust Division's TOST Position: Q2 2026 in Review

Moody National Bank Trust Division increased its Toast (TOST) stake by 66% in Q2 2026, buying an estimated $446K and bringing the position to 43,000 shares worth $1.2M. The position accounts for 0.1% of the portfolio, ranked #206.

Moody National Bank Trust Division first reported a position in TOST in Q2 2022 and has held it in 17 quarters since. The position peaked at $5M in Q2 2025. 307 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Moody National Bank Trust Division held 43,000 shares of Toast worth $1.2M as of Q2 2026.
Moody National Bank Trust Division bought 17,087 Toast shares in Q2 2026, an estimated $446K.
Toast made up 0.1% of Moody National Bank Trust Division's portfolio in Q2 2026, its #206 holding.
Moody National Bank Trust Division first reported a position in Toast in Q2 2022 and has held it in 17 quarters since.
Moody National Bank Trust Division's Toast position peaked at $5M in Q2 2025.
307 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.