Planning Strategies Inc.’s Toast TOST Stock Holding History

Planning Strategies Inc.’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	$1.81K	Buy	+65	New	+$1.7K	﹤0.01%	616

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

Planning Strategies Inc.'s TOST Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Toast (TOST) in Q2 2026: 65 shares worth $1.81K. The stake represents ﹤0.01% of the portfolio and ranks #616 among its holdings.

244 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Planning Strategies Inc. held 65 shares of Toast worth $1.81K as of Q2 2026.
Toast was a new Planning Strategies Inc. position in Q2 2026.
Toast made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #616 holding.
244 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.