TCPG
TOST icon

Trivant Custom Portfolio Group’s Toast TOST Stock Holding History

Trivant Custom Portfolio Group’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
Q1 		$437K Buy
+16,481
New +$492K 0.24% 73

Other funds holding TOST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Trivant Custom Portfolio Group's TOST Position: Q1 2026 in Review

Trivant Custom Portfolio Group opened a new position in Toast (TOST) in Q1 2026: 16,481 shares worth $437K. The stake represents 0.24% of the portfolio and ranks #73 among its holdings.

756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Trivant Custom Portfolio Group held 16,481 shares of Toast worth $437K as of Q1 2026.
  • Toast was a new Trivant Custom Portfolio Group position in Q1 2026.
  • Toast made up 0.24% of Trivant Custom Portfolio Group's portfolio in Q1 2026, its #73 holding.
  • 756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q1 2026, filed 14 May 2026.