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Smallwood Wealth Investment Management’s Toast TOST Stock Holding History

Smallwood Wealth Investment 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 		$1.61K Hold
58
– – ﹤0.01% 414
2026
Q1 		$1.54K Hold
58
– – ﹤0.01% 421
2025
Q4 		$2.06K Hold
58
– – ﹤0.01% 399
2025
Q3 		$2.12K Hold
58
– – ﹤0.01% 390
2025
Q2 		$2.57K Hold
58
– – ﹤0.01% 386
2025
Q1 		$1.92K Buy
+58
New +$2.17K ﹤0.01% 391

Other funds holding TOST

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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

Smallwood Wealth Investment Management's TOST Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Toast (TOST) position steady in Q2 2026 at 58 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Smallwood Wealth Investment Management first reported a position in TOST in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.57K in Q2 2025. 257 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Smallwood Wealth Investment Management held 58 shares of Toast worth $1.61K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Toast share count unchanged in Q2 2026.
  • Toast made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #414 holding.
  • Smallwood Wealth Investment Management first reported a position in Toast in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Toast position peaked at $2.57K in Q2 2025.
  • 257 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.