Putney Financial Group
TOST icon

Putney Financial Group’s Toast TOST Stock Holding History

Putney Financial 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 		$95.9K Buy
+3,308
New +$107K 0.08% 108

Other funds holding TOST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Putney Financial Group's TOST Position: Q3 2026 in Review

Putney Financial Group opened a new position in Toast (TOST) in Q3 2026: 3,308 shares worth $95.9K. The stake represents 0.08% of the portfolio and ranks #108 among its holdings.

561 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

  • Putney Financial Group held 3,308 shares of Toast worth $95.9K as of Q3 2026.
  • Toast was a new Putney Financial Group position in Q3 2026.
  • Toast made up 0.08% of Putney Financial Group's portfolio in Q3 2026, its #108 holding.
  • 561 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Putney Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.