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Robertson Stephens Wealth Management’s Toast TOST Stock Holding History

Robertson Stephens Wealth Management’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 		$224K Buy
+8,055
New +$210K 0.01% 596
2026
Q1 		– Sell
-5,664
Closed -$201K – 668
2025
Q4 		$201K Buy
+5,664
New +$204K 0.01% 606

Other funds holding TOST

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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

Robertson Stephens Wealth Management's TOST Position: Q2 2026 in Review

Robertson Stephens Wealth Management opened a new position in Toast (TOST) in Q2 2026: 8,055 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #596 among its holdings. This is a return to the name: Robertson Stephens Wealth Management previously reported a position in TOST as recently as Q4 2025.

Robertson Stephens Wealth Management first reported a position in TOST in Q4 2025 and has held it in 2 quarters since. 345 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Robertson Stephens Wealth Management held 8,055 shares of Toast worth $224K as of Q2 2026.
  • Toast was a new Robertson Stephens Wealth Management position in Q2 2026.
  • Toast made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #596 holding.
  • Robertson Stephens Wealth Management first reported a position in Toast in Q4 2025 and has held it in 2 quarters since.
  • 345 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.