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Toast shares owned by Trivant Custom Portfolio Group

Quarter-by-quarter ownership of Toast (TOST) shares owned by Trivant Custom Portfolio Group from 13F filings

Historical chart of Trivant Custom Portfolio Group investment in Toast

Tip: Access up to 7 years of quarterly data

All positions including Toast held by Trivant Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Toast by Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $437k 17k 26.51

More positions owned by Trivant Custom Portfolio Group

Apple Common Stock (AAPL)
Ishares 0-5 Year Tips Bond Etf Uit Exchange Traded (STIP)
Nvidia Corp Common Stock (NVDA)
Alphabet Inc Class Class A Common Stock (GOOGL)
Microsoft Corp Common Stock (MSFT)
Ishares Broad Usd Investment Grade Corporate Bond Etf Uit Exchange Traded (USIG)
Walmart Common Stock (WMT)
Amazon.com Common Stock (AMZN)
Schwab Prime Advantage Money Investor Schwab Non-sweep Mmf (SWVXX)
Costco Whsl Corp Common Stock (COST)
Ge Aerospace Common Stock (GE)
Jpmorgan Chase & Co Common Stock (JPM)
Regan Total Return Income Institutional Equity Funds (RCIRX)
Chevron Corp Common Stock (CVX)
Meta Platforms Inc Class Class A Common Stock (META)

View all positions for Trivant Custom Portfolio Group

Top funds holding Toast

FMR
Capital Research and Management Company - Division 3
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
Alliancebernstein
ValueAct Holdings
Morgan Stanley
Jane Street
State Street Corporation
Geode Capital Management
Principal Financial Group
Susquehanna International
Sumitomo Mitsui Trust Holdings
UBS Group

View all funds holding Toast