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
Q2 		$486K Buy
17,470
+989
+6% +$25.8K 0.26% 72
2026
Q1 		$437K Buy
+16,481
New +$492K 0.24% 73

Other funds holding TOST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Trivant Custom Portfolio Group's TOST Position: Q2 2026 in Review

Trivant Custom Portfolio Group increased its Toast (TOST) stake by 6% in Q2 2026, buying an estimated $25.8K and bringing the position to 17,470 shares worth $486K. The position accounts for 0.26% of the portfolio, ranked #72.

Trivant Custom Portfolio Group first reported a position in TOST in Q1 2026 and has held it in 2 quarters since. 772 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Trivant Custom Portfolio Group held 17,470 shares of Toast worth $486K as of Q2 2026.
  • Trivant Custom Portfolio Group bought 989 Toast shares in Q2 2026, an estimated $25.8K.
  • Toast made up 0.26% of Trivant Custom Portfolio Group's portfolio in Q2 2026, its #72 holding.
  • Trivant Custom Portfolio Group first reported a position in Toast in Q1 2026 and has held it in 2 quarters since.
  • 772 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2026, filed 27 Jul 2026.