Retirement Wealth Solutions
TOST icon

Retirement Wealth Solutions’s Toast TOST Stock Holding History

Retirement Wealth Solutions’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 		$3.86K Buy
133
+54
+68% +$1.74K ﹤0.01% 443
2026
Q2 		$2.2K Sell
79
-12
-13% -$313 ﹤0.01% 507
2026
Q1 		$2.41K Buy
91
+7
+8% +$209 ﹤0.01% 465
2025
Q4 		$2.98K Buy
84
+68
+425% +$2.45K ﹤0.01% 391
2025
Q3 		$585 Buy
+16
New +$695 ﹤0.01% 670

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
Arkfeld Wealth Strategies
Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return
Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Westbourne Investment Advisors
Westbourne Investment Advisors Annapolis, Maryland $378M AUM 18.11% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Retirement Wealth Solutions's TOST Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Toast (TOST) stake by 68% in Q3 2026, buying an estimated $1.74K and bringing the position to 133 shares worth $3.86K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Retirement Wealth Solutions first reported a position in TOST in Q3 2025 and has held it in 5 quarters since. 135 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

  • Retirement Wealth Solutions held 133 shares of Toast worth $3.86K as of Q3 2026.
  • Retirement Wealth Solutions bought 54 Toast shares in Q3 2026, an estimated $1.74K.
  • Toast made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #443 holding.
  • Retirement Wealth Solutions first reported a position in Toast in Q3 2025 and has held it in 5 quarters since.
  • 135 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.