Trinity Financial Advisors
TOST icon

Trinity Financial Advisors’s Toast TOST Stock Holding History

Trinity Financial Advisors’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 		$232K Sell
8,008
-150
-2% -$4.83K 0.06% 92
2026
Q2 		$227K Buy
+8,158
New +$213K 0.06% 91
2026
Q1 		– Sell
-12,726
Closed -$452K – 95
2025
Q4 		$452K Buy
12,726
+632
+5% +$22.8K 0.13% 60
2025
Q3 		$442K Buy
12,094
+296
+3% +$12.8K 0.13% 63
2025
Q2 		$523K Sell
11,798
-604
-5% -$23.7K 0.16% 53
2025
Q1 		$405K Sell
12,402
-188
-1% -$7.04K 0.15% 52
2024
Q4 		$458K Buy
12,590
+2,595
+26% +$91.2K 0.17% 47
2024
Q3 		$263K Buy
9,995
+125
+1% +$3.17K 0.12% 66
2024
Q2 		$254K Sell
9,870
-720
-7% -$17.4K 0.11% 70
2024
Q1 		$264K Sell
10,590
-10,320
-49% -$214K 0.12% 61
2023
Q4 		$382K Sell
20,910
-225
-1% -$3.69K 0.19% 49
2023
Q3 		$396K Buy
21,135
+747
+4% +$16.2K 0.21% 46
2023
Q2 		$460K Sell
20,388
-1,475
-7% -$29.4K 0.25% 41
2023
Q1 		$388K Sell
21,863
-520
-2% -$10.3K 0.24% 46
2022
Q4 		$404K Sell
22,383
-310
-1% -$5.83K 0.27% 39
2022
Q3 		$379K Buy
22,693
+1,365
+6% +$23.7K 0.27% 46
2022
Q2 		$276K Buy
21,328
+11,625
+120% +$193K 0.2% 23
2022
Q1 		$211K Buy
+9,703
New +$219K 0.13% 62

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

Trinity Financial Advisors's TOST Position: Q3 2026 in Review

Trinity Financial Advisors reduced its Toast (TOST) stake by 1.8% in Q3 2026, selling an estimated $4.83K and leaving 8,008 shares worth $232K. The position accounts for 0.06% of the portfolio, ranked #92.

Trinity Financial Advisors first reported a position in TOST in Q1 2022 and has held it in 18 quarters since. The position peaked at $523K in Q2 2025. 400 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

  • Trinity Financial Advisors held 8,008 shares of Toast worth $232K as of Q3 2026.
  • Trinity Financial Advisors sold 150 Toast shares in Q3 2026, an estimated $4.83K.
  • Toast made up 0.06% of Trinity Financial Advisors's portfolio in Q3 2026, its #92 holding.
  • Trinity Financial Advisors first reported a position in Toast in Q1 2022 and has held it in 18 quarters since.
  • Trinity Financial Advisors's Toast position peaked at $523K in Q2 2025.
  • 400 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Trinity Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.