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Toast shares owned by Trinity Financial Advisors

Quarter-by-quarter ownership of Toast (TOST) shares owned by Trinity Financial Advisors from 13F filings

Historical chart of Trinity Financial Advisors investment in Toast

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All positions including Toast held by Trinity Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Toast by Trinity Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $264k 11k 24.92
2023-12-31 $382k 21k 18.26
2023-09-30 $396k 21k 18.73
2023-06-30 $460k 20k 22.57
2023-03-31 $388k 22k 17.75
2022-12-31 $404k 22k 18.03
2022-09-30 $379k 23k 16.70
2022-06-30 $276k 21k 12.94
2022-03-31 $211k 9.7k 21.75

More positions owned by Trinity Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Internatnal Val (DFIV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Owl Rock Capital Corporation (OBDC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Oaktree Specialty Lending Corp (OCSL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)

View all positions for Trinity Financial Advisors

Top funds holding Toast

Vanguard Group
T. Rowe Price Associates
Durable Capital Partners
Abdiel Capital Advisors
Greenoaks Capital Partners
Sumitomo Mitsui Trust Holdings
Nikko Asset Management Americas
Blue Owl Capital Holdings
Jpmorgan Chase & Co
Norges Bank Investment Management
Meritage Group
Edmond De Rothschild Holding
Eventide Asset Management
Atreides Management
Damian Sousa

View all funds holding Toast