Mayflower Financial Advisors, LLC TOST — TOAST INC

Ownership history in Mayflower Financial Advisors, LLC  ·  13 quarters on record

AI Ownership Summary

Mayflower Financial Advisors, LLC reported TOAST INC (TOST) in 13 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.08% in 2025 Q2. The latest visible filing shows TOST at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TOST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mayflower Financial Advisors, LLC's position in TOAST INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TOST was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TOST stock page Mayflower Financial Advisors, LLC fund profile Mayflower Financial Advisors, LLC full holdings
How Mayflower Financial Advisors, LLC held TOST — position size vs. price
% of Fund (quarterly)    TOST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 9,607 +10 +0.1% 0.02% $267K 2026-07-09 $28.85
2026 Q1 ADDED — — — 9,597 +147 +1.6% 0.03% $254K 2026-04-23 $27.92
2025 Q4 ADDED — — — 9,450 +54 +0.6% 0.04% $336K 2026-01-13 $34.80
2025 Q3 REDUCED 25.0% +0.0% ❌ 9,396 -3,136 -25.0% 0.04% $343K 2025-10-17 $37.50
2025 Q2 ADDED — — — 12,532 +2,555 +25.6% 0.08% $555K 2025-08-04 $49.30
2025 Q1 ADDED — — — 9,977 +84 +0.8% 0.05% $331K 2025-05-02 $36.01
2024 Q4 REDUCED — — — 9,893 -89 -0.9% 0.05% $361K 2025-01-22 $38.78
2024 Q3 REDUCED — — — 9,982 -38 -0.4% 0.04% $283K 2024-11-04 $30.32
2024 Q2 ADDED — — — 10,020 +100 +1.0% 0.04% $258K 2024-08-02 $24.45
2024 Q1 REDUCED — — — 9,920 -312 -3.0% 0.04% $247K 2024-04-29 $23.94
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TOST

As of 2026 Q2 — sorted by position size

Arkfeld Wealth Strategies, L.L.C. 3Y 2.33% Mirador Capital Partners LP 3Y 7Y 0.21% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.21% Wynn Capital, LLC 0.18% FIDUCIARY FINANCIAL GROUP, LLC 0.15% ELEVATION WEALTH PARTNERS, LLC 0.14% Stonekeep Investments, LLC 0.12% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.1% Chesley Taft & Associates LLC 3Y 7Y 0.06% Trinity Financial Advisors LLC 3Y 0.06%

FAQ About Mayflower Financial Advisors, LLC and TOST

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mayflower Financial Advisors, LLC reported owning TOST?

Mayflower Financial Advisors, LLC reported TOST across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported TOST position in Mayflower Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for TOST was 0.08% in 2025 Q2.

What is the latest reported TOST position on this page?

The most recent filing on this page is 2026 Q2, when Mayflower Financial Advisors, LLC reported 9,607 shares, equal to 0.02% of portfolio, with an estimated market value of $267K.

What does the chart on this TOST ownership page compare?

The chart compares Mayflower Financial Advisors, LLC's quarterly TOST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Mayflower Financial Advisors, LLC time their TOST position?

Based on 13F filing dates vs. subsequent TOST price moves, Mayflower Financial Advisors, LLC correctly timed 6 out of 12 reported position changes (50%). The annualised alpha on TOST relative to SPY over the holding period was -13.8%.

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