Toth Financial Advisory’s Toast TOST Stock Holding History

Toth Financial Advisory’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	$103K	Buy	3,561 +516	+17%	+$16.6K	0.01%	291
2026 Q2	$84.7K	Hold	3,045	–	–	0.01%	316
2026 Q1	$80.7K	Buy	3,045 +1,000	+49%	+$29.8K	0.01%	299
2025 Q4	$72.6K	Buy	2,045 +1,045	+105%	+$37.7K	0.01%	303
2025 Q3	$36.5K	Sell	1,000 -40	-4%	-$1.74K	﹤0.01%	396
2025 Q2	$46.1K	Buy	1,040 +40	+4%	+$1.57K	0.01%	319
2025 Q1	$33.2K	Hold	1,000	–	–	﹤0.01%	338
2024 Q4	$36.5K	Hold	1,000	–	–	﹤0.01%	333
2024 Q3	$28.3K	Buy	+1,000	New	+$25.3K	﹤0.01%	347
2024 Q2	–	Sell	-12,230	Closed	-$305K	–	788
2024 Q1	$305K	Buy	+12,230	New	+$253K	0.04%	185
2023 Q4	–	Sell	-334	Closed	-$6.26K	–	790
2023 Q3	$6.26K	Hold	334	–	–	﹤0.01%	498
2023 Q2	$7.54K	Hold	334	–	–	﹤0.01%	504
2023 Q1	$5.93K	Hold	334	–	–	﹤0.01%	524
2022 Q4	$6.02K	Hold	334	–	–	﹤0.01%	485
2022 Q3	$6K	Hold	334	–	–	﹤0.01%	534
2022 Q2	$4K	Hold	334	–	–	﹤0.01%	535
2022 Q1	$7K	Buy	+334	New	+$7.54K	﹤0.01%	512

Other funds holding TOST

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

GCM

Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WWM

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Toth Financial Advisory's TOST Position: Q3 2026 in Review

Toth Financial Advisory increased its Toast (TOST) stake by 17% in Q3 2026, buying an estimated $16.6K and bringing the position to 3,561 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #291.

Toth Financial Advisory first reported a position in TOST in Q1 2022 and has held it in 17 quarters since. The position peaked at $305K in Q1 2024. 22 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

Toth Financial Advisory held 3,561 shares of Toast worth $103K as of Q3 2026.
Toth Financial Advisory bought 516 Toast shares in Q3 2026, an estimated $16.6K.
Toast made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #291 holding.
Toth Financial Advisory first reported a position in Toast in Q1 2022 and has held it in 17 quarters since.
Toth Financial Advisory's Toast position peaked at $305K in Q1 2024.
22 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.