Royal Fund Management’s Toast TOST Stock Holding History

Royal Fund 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	$1.27M	Buy	45,800 +5,800	+15%	+$151K	0.11%	175
2026 Q1	$1.06M	Buy	40,000 +9,089	+29%	+$271K	0.1%	174
2025 Q4	$1.1M	Sell	30,911 -1,689	-5%	-$60.9K	0.1%	174
2025 Q3	$1.19M	Buy	32,600 +2,400	+8%	+$104K	0.14%	149
2025 Q2	$1.34M	Sell	30,200 -75,800	-72%	-$2.98M	0.13%	175
2025 Q1	$3.52M	Buy	+106,000	New	+$3.97M	0.39%	88
2024 Q2	–	Sell	-6,900	Closed	-$172K	–	344
2024 Q1	$172K	Sell	6,900 -15,200	-69%	-$315K	0.02%	299
2023 Q4	$404K	Buy	+22,100	New	+$362K	0.04%	230

Other funds holding TOST

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HLA

Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

AWS

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

CCM

Campbell Capital Management Miami, Florida $279M AUM 49.18% 1-Year Est. Return

Mayar Capital London, United Kingdom $89.1M AUM 3.94% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Royal Fund Management's TOST Position: Q2 2026 in Review

Royal Fund Management increased its Toast (TOST) stake by 15% in Q2 2026, buying an estimated $151K and bringing the position to 45,800 shares worth $1.27M. The position accounts for 0.11% of the portfolio, ranked #175.

Royal Fund Management first reported a position in TOST in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.52M in Q1 2025. 131 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Royal Fund Management held 45,800 shares of Toast worth $1.27M as of Q2 2026.
Royal Fund Management bought 5,800 Toast shares in Q2 2026, an estimated $151K.
Toast made up 0.11% of Royal Fund Management's portfolio in Q2 2026, its #175 holding.
Royal Fund Management first reported a position in Toast in Q4 2023 and has held it in 8 quarters since.
Royal Fund Management's Toast position peaked at $3.52M in Q1 2025.
131 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.