PWG
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
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

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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Portside Wealth Group's TOST Position: Q2 2026 in Review

Portside Wealth Group opened a new position in Toast (TOST) in Q2 2026: 7,276 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #495 among its holdings. This is a return to the name: Portside Wealth Group previously reported a position in TOST as recently as Q4 2025.

Portside Wealth Group first reported a position in TOST in Q3 2025 and has held it in 3 quarters since. The position peaked at $236K in Q3 2025. 86 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Portside Wealth Group held 7,276 shares of Toast worth $202K as of Q2 2026.
  • Toast was a new Portside Wealth Group position in Q2 2026.
  • Toast made up 0.02% of Portside Wealth Group's portfolio in Q2 2026, its #495 holding.
  • Portside Wealth Group first reported a position in Toast in Q3 2025 and has held it in 3 quarters since.
  • Portside Wealth Group's Toast position peaked at $236K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.