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Root Financial Partners’s Toast TOST Stock Holding History

Root Financial Partners’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 		– Sell
-701
Closed -$18.6K – 2944
2026
Q1 		$18.6K Sell
701
-178
-20% -$5.31K ﹤0.01% 1357
2025
Q4 		$31.2K Sell
879
-275
-24% -$9.91K ﹤0.01% 922
2025
Q3 		$42.1K Buy
+1,154
New +$50.1K ﹤0.01% 730

Other funds holding TOST

SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 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
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return

Root Financial Partners's TOST Position: Q2 2026 in Review

Root Financial Partners sold out of Toast (TOST) in Q2 2026, closing a stake of 701 shares — an estimated $18.6K sold.

Root Financial Partners first reported a position in TOST in Q3 2025 and held it in 3 quarters. The position peaked at $42.1K in Q3 2025. 244 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Root Financial Partners reported no remaining Toast position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 701 Toast shares in Q2 2026, an estimated $18.6K.
  • Root Financial Partners first reported a position in Toast in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Toast position peaked at $42.1K in Q3 2025.
  • 244 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.