WIA
TOST icon

Westbourne Investment Advisors’s Toast TOST Stock Holding History

Westbourne Investment 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
Q2 		$8M Buy
287,405
+46,210
+19% +$1.21M 2.2% 16
2026
Q1 		$6.39M Buy
241,195
+7,742
+3% +$231K 1.86% 20
2025
Q4 		$8.29M Buy
233,453
+27,376
+13% +$987K 2.29% 13
2025
Q3 		$7.52M Sell
206,077
-12,897
-6% -$560K 2.1% 16
2025
Q2 		$9.7M Sell
218,974
-1,875
-0.8% -$73.7K 2.94% 11
2025
Q1 		$7.33M Sell
220,849
-4,208
-2% -$158K 2.6% 13
2024
Q4 		$8.2M Sell
225,057
-9,128
-4% -$321K 2.81% 10
2024
Q3 		$6.63M Buy
234,185
+3,106
+1% +$78.7K 2.32% 12
2024
Q2 		$5.96M Sell
231,079
-1,044
-0.4% -$25.2K 2.16% 13
2024
Q1 		$5.79M Buy
232,123
+8,696
+4% +$180K 2.13% 17
2023
Q4 		$4.08M Buy
223,427
+30,873
+16% +$506K 1.63% 24
2023
Q3 		$3.61M Buy
192,554
+18,571
+11% +$403K 1.66% 23
2023
Q2 		$3.93M Buy
173,983
+6,177
+4% +$123K 1.76% 22
2023
Q1 		$2.98M Buy
167,806
+24,344
+17% +$480K 1.44% 25
2022
Q4 		$2.59M Buy
143,462
+7,887
+6% +$148K 1.31% 27
2022
Q3 		$2.27M Buy
135,575
+4,657
+4% +$80.8K 1.2% 26
2022
Q2 		$1.69M Buy
+130,918
New +$2.17M 1.05% 27

Other funds holding TOST

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
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
TB
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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
CCM
Campbell Capital Management Miami, Florida $279M AUM 49.18% 1-Year Est. Return

Westbourne Investment Advisors's TOST Position: Q2 2026 in Review

Westbourne Investment Advisors increased its Toast (TOST) stake by 19% in Q2 2026, buying an estimated $1.21M and bringing the position to 287,405 shares worth $8M. The position accounts for 2.2% of the portfolio, ranked #16.

Westbourne Investment Advisors first reported a position in TOST in Q2 2022 and has held it in 17 quarters since. The position peaked at $9.7M in Q2 2025. 198 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Westbourne Investment Advisors held 287,405 shares of Toast worth $8M as of Q2 2026.
  • Westbourne Investment Advisors bought 46,210 Toast shares in Q2 2026, an estimated $1.21M.
  • Toast made up 2.2% of Westbourne Investment Advisors's portfolio in Q2 2026, its #16 holding.
  • Westbourne Investment Advisors first reported a position in Toast in Q2 2022 and has held it in 17 quarters since.
  • Westbourne Investment Advisors's Toast position peaked at $9.7M in Q2 2025.
  • 198 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.