Physician Wealth Advisors’s Toast TOST Stock Holding History

Physician Wealth 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 Q3	$3.1K	Hold	107	–	–	﹤0.01%	1351
2026 Q2	$2.98K	Sell	107 -79	-42%	-$2.06K	﹤0.01%	1332
2026 Q1	$4.93K	Buy	186 +157	+541%	+$4.68K	﹤0.01%	1012
2025 Q4	$1.03K	Sell	29 -12	-29%	-$433	﹤0.01%	1606
2025 Q3	$1.5K	Buy	41 +12	+41%	+$521	﹤0.01%	1340
2025 Q2	$1.28K	Hold	29	–	–	﹤0.01%	1233
2025 Q1	$962	Buy	+29	New	+$1.09K	﹤0.01%	1101

Other funds holding TOST

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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Physician Wealth Advisors's TOST Position: Q3 2026 in Review

Physician Wealth Advisors held its Toast (TOST) position steady in Q3 2026 at 107 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Physician Wealth Advisors first reported a position in TOST in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.93K in Q1 2026. 180 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

Physician Wealth Advisors held 107 shares of Toast worth $3.1K as of Q3 2026.
Physician Wealth Advisors left its Toast share count unchanged in Q3 2026.
Toast made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1351 holding.
Physician Wealth Advisors first reported a position in Toast in Q1 2025 and has held it in 7 quarters since.
Physician Wealth Advisors's Toast position peaked at $4.93K in Q1 2026.
180 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.