MBFW
TOST icon

Morton Brown Family Wealth’s Toast TOST Stock Holding History

Morton Brown Family Wealth’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 		$4.17K Hold
150
– – ﹤0.01% 238
2026
Q1 		$3.98K Hold
150
– – ﹤0.01% 234
2025
Q4 		$5.33K Hold
150
– – ﹤0.01% 227
2025
Q3 		$5.48K Hold
150
– – ﹤0.01% 214
2025
Q2 		$6.64K Buy
+150
New +$5.89K ﹤0.01% 217

Other funds holding TOST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morton Brown Family Wealth's TOST Position: Q2 2026 in Review

Morton Brown Family Wealth held its Toast (TOST) position steady in Q2 2026 at 150 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Morton Brown Family Wealth first reported a position in TOST in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.64K in Q2 2025. 415 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Morton Brown Family Wealth held 150 shares of Toast worth $4.17K as of Q2 2026.
  • Morton Brown Family Wealth left its Toast share count unchanged in Q2 2026.
  • Toast made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #238 holding.
  • Morton Brown Family Wealth first reported a position in Toast in Q2 2025 and has held it in 5 quarters since.
  • Morton Brown Family Wealth's Toast position peaked at $6.64K in Q2 2025.
  • 415 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.