Valeo Financial Advisors’s Toast TOST Stock Holding History

Valeo 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	$230K	Buy	+7,922	New	+$255K	﹤0.01%	727
2026 Q1	–	Sell	-8,024	Closed	-$285K	–	882
2025 Q4	$285K	Buy	8,024 +2,105	+36%	+$75.9K	0.01%	641
2025 Q3	$216K	Buy	5,919 +1,201	+25%	+$52.1K	﹤0.01%	733
2025 Q2	$209K	Buy	+4,718	New	+$185K	0.01%	698

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

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

Valeo Financial Advisors opened a new position in Toast (TOST) in Q3 2026: 7,922 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #727 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in TOST as recently as Q4 2025.

Valeo Financial Advisors first reported a position in TOST in Q2 2025 and has held it in 4 quarters since. The position peaked at $285K in Q4 2025. 22 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

Valeo Financial Advisors held 7,922 shares of Toast worth $230K as of Q3 2026.
Toast was a new Valeo Financial Advisors position in Q3 2026.
Toast made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #727 holding.
Valeo Financial Advisors first reported a position in Toast in Q2 2025 and has held it in 4 quarters since.
Valeo Financial Advisors's Toast position peaked at $285K in Q4 2025.
22 funds tracked by Wall St. Rank held Toast as of Q3 2026.

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