WoodTrust Financial’s Toast TOST Stock Holding History

WoodTrust Financial’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	$1.32M	Buy	47,550 +2,000	+4%	+$52.2K	0.16%	82
2026 Q1	$1.21M	Hold	45,550	–	–	0.16%	77
2025 Q4	$1.62M	Buy	45,550 +550	+1%	+$19.8K	0.19%	71
2025 Q3	$1.64M	Hold	45,000	–	–	0.2%	69
2025 Q2	$1.99M	Hold	45,000	–	–	0.25%	55
2025 Q1	$1.49M	Buy	45,000 +1,000	+2%	+$37.4K	0.21%	70
2024 Q4	$1.6M	Hold	44,000	–	–	0.23%	65
2024 Q3	$1.25M	Buy	44,000 +2,000	+5%	+$50.7K	0.18%	78
2024 Q2	$1.08M	Buy	42,000 +11,770	+39%	+$285K	0.17%	81
2024 Q1	$754	Buy	+30,230	New	+$626K	0.12%	97

Other funds holding TOST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SIMG

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ZCI

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

WoodTrust Financial's TOST Position: Q2 2026 in Review

WoodTrust Financial increased its Toast (TOST) stake by 4.4% in Q2 2026, buying an estimated $52.2K and bringing the position to 47,550 shares worth $1.32M. The position accounts for 0.16% of the portfolio, ranked #82.

WoodTrust Financial first reported a position in TOST in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.99M in Q2 2025. 376 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

WoodTrust Financial held 47,550 shares of Toast worth $1.32M as of Q2 2026.
WoodTrust Financial bought 2,000 Toast shares in Q2 2026, an estimated $52.2K.
Toast made up 0.16% of WoodTrust Financial's portfolio in Q2 2026, its #82 holding.
WoodTrust Financial first reported a position in Toast in Q1 2024 and has held it in 10 quarters since.
WoodTrust Financial's Toast position peaked at $1.99M in Q2 2025.
376 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.