JTBR
TOST icon

James T. Borello RIA’s Toast TOST Stock Holding History

James T. Borello RIA’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 		$9.6K Buy
331
+3
+0.9% +$97 ﹤0.01% 614
2026
Q2 		$9.12K Sell
328
-28
-8% -$730 ﹤0.01% 626
2026
Q1 		$9.44K Sell
356
-74
-17% -$2.21K ﹤0.01% 583
2025
Q4 		$15.3K Buy
430
+399
+1,287% +$14.4K ﹤0.01% 321
2025
Q3 		$1.13K Buy
+31
New +$1.35K ﹤0.01% 798

Other funds holding TOST

Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

James T. Borello RIA's TOST Position: Q3 2026 in Review

James T. Borello RIA increased its Toast (TOST) stake by 0.91% in Q3 2026, buying an estimated $97 and bringing the position to 331 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

James T. Borello RIA first reported a position in TOST in Q3 2025 and has held it in 5 quarters since. The position peaked at $15.3K in Q4 2025. 88 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

  • James T. Borello RIA held 331 shares of Toast worth $9.6K as of Q3 2026.
  • James T. Borello RIA bought 3 Toast shares in Q3 2026, an estimated $97.
  • Toast made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #614 holding.
  • James T. Borello RIA first reported a position in Toast in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Toast position peaked at $15.3K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.