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Pension & Wealth Management Advisors’s Toast TOST Stock Holding History

Pension & Wealth Management 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 		$4.17K Buy
+150
New +$3.91K ﹤0.01% 472

Other funds holding TOST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pension & Wealth Management Advisors's TOST Position: Q2 2026 in Review

Pension & Wealth Management Advisors opened a new position in Toast (TOST) in Q2 2026: 150 shares worth $4.17K. The stake represents ﹤0.01% of the portfolio and ranks #472 among its holdings.

720 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Pension & Wealth Management Advisors held 150 shares of Toast worth $4.17K as of Q2 2026.
  • Toast was a new Pension & Wealth Management Advisors position in Q2 2026.
  • Toast made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #472 holding.
  • 720 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.