SFG
TOST icon

Seamount Financial Group’s Toast TOST Stock Holding History

Seamount Financial Group’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 		$275K Hold
9,873
– – 0.11% 120
2026
Q1 		$262K Hold
9,873
– – 0.12% 118
2025
Q4 		$351K Hold
9,873
– – 0.16% 103
2025
Q3 		$360K Buy
9,873
+2,015
+26% +$87.5K 0.17% 105
2025
Q2 		$348K Buy
+7,858
New +$309K 0.18% 101

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
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
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
RP
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

Seamount Financial Group's TOST Position: Q2 2026 in Review

Seamount Financial Group held its Toast (TOST) position steady in Q2 2026 at 9,873 shares worth $275K. The position accounts for 0.11% of the portfolio, ranked #120.

Seamount Financial Group first reported a position in TOST in Q2 2025 and has held it in 5 quarters since. The position peaked at $360K in Q3 2025. 174 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Seamount Financial Group held 9,873 shares of Toast worth $275K as of Q2 2026.
  • Seamount Financial Group left its Toast share count unchanged in Q2 2026.
  • Toast made up 0.11% of Seamount Financial Group's portfolio in Q2 2026, its #120 holding.
  • Seamount Financial Group first reported a position in Toast in Q2 2025 and has held it in 5 quarters since.
  • Seamount Financial Group's Toast position peaked at $360K in Q3 2025.
  • 174 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.