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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Third View Private Wealth's TOST Position: Q2 2026 in Review

Third View Private Wealth increased its Toast (TOST) stake by 70% in Q2 2026, buying an estimated $190K and bringing the position to 17,646 shares worth $491K. The position accounts for 0.06% of the portfolio, ranked #181.

Third View Private Wealth first reported a position in TOST in Q4 2025 and has held it in 3 quarters since. 376 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Third View Private Wealth held 17,646 shares of Toast worth $491K as of Q2 2026.
Third View Private Wealth bought 7,291 Toast shares in Q2 2026, an estimated $190K.
Toast made up 0.06% of Third View Private Wealth's portfolio in Q2 2026, its #181 holding.
Third View Private Wealth first reported a position in Toast in Q4 2025 and has held it in 3 quarters since.
376 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.