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Toast shares owned by Talon Private Wealth

Quarter-by-quarter ownership of Toast (TOST) shares owned by Talon Private Wealth from 13F filings

Historical chart of Talon Private Wealth investment in Toast

Tip: Access up to 7 years of quarterly data

All positions including Toast held by Talon Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Toast by Talon Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $837k 30k 27.82
2024-12-31 $490k 13k 36.45

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Bny Mellon Etf Trust Core Bond Etf (BKAG)
Etf Ser Solutions Aptus Defined (DRSK)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)
Innovator Etfs Trust Us Eqt Ultra Bf (UMAY)
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)
Ishares Tr Mbs Etf (MBB)
Micron Technology (MU)
Innovator Etfs Trust Inde Aut Inc Etf (ACII)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Etf Ser Solutions Aptus Enhanced (JUCY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Talon Private Wealth

Top funds holding Toast

BlackRock
FMR
Capital Research and Management Company - Division 3
Vanguard Portfolio Management
Vanguard Capital Management
Jpmorgan Chase & Co
Principal Financial Group
ValueAct Holdings
Alliancebernstein
Geode Capital Management
Citadel Advisors
Goldman Sachs Group
Susquehanna International
Balyasny Asset Management
Jane Street

View all funds holding Toast