Register Financial Advisors
TOST icon

Register Financial Advisors’s Toast TOST Stock Holding History

Register Financial 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 		$1.09M Sell
37,605
-8,745
-19% -$282K 0.34% 81
2026
Q2 		$1.29M Buy
46,350
+19,600
+73% +$511K 0.4% 74
2026
Q1 		$709K Buy
+26,750
New +$798K 0.26% 96

Other funds holding TOST

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
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 30.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Register Financial Advisors's TOST Position: Q3 2026 in Review

Register Financial Advisors reduced its Toast (TOST) stake by 19% in Q3 2026, selling an estimated $282K and leaving 37,605 shares worth $1.09M. The position accounts for 0.34% of the portfolio, ranked #81.

Register Financial Advisors first reported a position in TOST in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.29M in Q2 2026. 400 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

  • Register Financial Advisors held 37,605 shares of Toast worth $1.09M as of Q3 2026.
  • Register Financial Advisors sold 8,745 Toast shares in Q3 2026, an estimated $282K.
  • Toast made up 0.34% of Register Financial Advisors's portfolio in Q3 2026, its #81 holding.
  • Register Financial Advisors first reported a position in Toast in Q1 2026 and has held it in 3 quarters since.
  • Register Financial Advisors's Toast position peaked at $1.29M in Q2 2026.
  • 400 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Register Financial Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.