Third View Private Wealth
TOST icon

Third View Private Wealth’s Toast TOST Stock Holding History

Third View Private Wealth’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
Q3 		$219K Sell
7,543
-10,103
-57% -$325K 0.03% 260
2026
Q2 		$491K Buy
17,646
+7,291
+70% +$190K 0.06% 181
2026
Q1 		$275K Buy
10,355
+1,919
+23% +$57.3K 0.04% 242
2025
Q4 		$300K Buy
+8,436
New +$304K 0.04% 233

Other funds holding TOST

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Third View Private Wealth's TOST Position: Q3 2026 in Review

Third View Private Wealth reduced its Toast (TOST) stake by 57% in Q3 2026, selling an estimated $325K and leaving 7,543 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #260.

Third View Private Wealth first reported a position in TOST in Q4 2025 and has held it in 4 quarters since. The position peaked at $491K in Q2 2026. 400 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

  • Third View Private Wealth held 7,543 shares of Toast worth $219K as of Q3 2026.
  • Third View Private Wealth sold 10,103 Toast shares in Q3 2026, an estimated $325K.
  • Toast made up 0.03% of Third View Private Wealth's portfolio in Q3 2026, its #260 holding.
  • Third View Private Wealth first reported a position in Toast in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's Toast position peaked at $491K in Q2 2026.
  • 400 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.