Portside Wealth Group
TOST icon

Portside Wealth Group’s Toast TOST Stock Holding History

Portside Wealth Group’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 		$259K Buy
8,948
+1,672
+23% +$53.8K 0.03% 452
2026
Q2 		$202K Buy
+7,276
New +$190K 0.02% 495
2026
Q1 		– Sell
-6,158
Closed -$219K – 523
2025
Q4 		$219K Sell
6,158
-304
-5% -$11K 0.03% 429
2025
Q3 		$236K Buy
+6,462
New +$281K 0.03% 430

Other funds holding TOST

Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
WIA
Westbourne Investment Advisors Annapolis, Maryland $378M AUM 18.11% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Portside Wealth Group's TOST Position: Q3 2026 in Review

Portside Wealth Group increased its Toast (TOST) stake by 23% in Q3 2026, buying an estimated $53.8K and bringing the position to 8,948 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #452.

Portside Wealth Group first reported a position in TOST in Q3 2025 and has held it in 4 quarters since. 111 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

  • Portside Wealth Group held 8,948 shares of Toast worth $259K as of Q3 2026.
  • Portside Wealth Group bought 1,672 Toast shares in Q3 2026, an estimated $53.8K.
  • Toast made up 0.03% of Portside Wealth Group's portfolio in Q3 2026, its #452 holding.
  • Portside Wealth Group first reported a position in Toast in Q3 2025 and has held it in 4 quarters since.
  • 111 funds tracked by Wall St. Rank held Toast as of Q3 2026.

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