Vision Financial Markets’s Toast TOST Stock Holding History

Vision Financial Markets’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	$3.88K	Hold	135	–	–	﹤0.01%	304
2026 Q1	$3.58K	Sell	135 -200	-60%	-$5.97K	﹤0.01%	301
2025 Q4	$11.9K	Buy	335 +310	+1,240%	+$11.2K	0.01%	211
2025 Q3	$913	Hold	25	–	–	﹤0.01%	372
2025 Q2	$1.11K	Hold	25	–	–	﹤0.01%	361
2025 Q1	$830	Buy	+25	New	+$936	﹤0.01%	362

Other funds holding TOST

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

HLA

Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return

Vision Financial Markets's TOST Position: Q2 2026 in Review

Vision Financial Markets held its Toast (TOST) position steady in Q2 2026 at 135 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Vision Financial Markets first reported a position in TOST in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.9K in Q4 2025. 244 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Vision Financial Markets held 135 shares of Toast worth $3.88K as of Q2 2026.
Vision Financial Markets left its Toast share count unchanged in Q2 2026.
Toast made up ﹤0.01% of Vision Financial Markets's portfolio in Q2 2026, its #304 holding.
Vision Financial Markets first reported a position in Toast in Q1 2025 and has held it in 6 quarters since.
Vision Financial Markets's Toast position peaked at $11.9K in Q4 2025.
244 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.