MOODY NATIONAL BANK TRUST DIVISION TOST — Toast Inc

Ownership history in MOODY NATIONAL BANK TRUST DIVISION  ·  17 quarters on record

AI Ownership Summary

MOODY NATIONAL BANK TRUST DIVISION reported Toast Inc (TOST) in 17 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.46% in 2025 Q2. The latest visible filing shows TOST at 0.10% 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 MOODY NATIONAL BANK TRUST DIVISION'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 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% 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 MOODY NATIONAL BANK TRUST DIVISION fund profile MOODY NATIONAL BANK TRUST DIVISION full holdings
How MOODY NATIONAL BANK TRUST DIVISION 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 — — — 43,000 +17,087 +65.9% 0.10% $1.2M 2026-07-07 $29.61
2026 Q1 REDUCED 62.2% +6.2% ❌ 25,913 -42,609 -62.2% 0.07% $687K 2026-04-09 $25.96
2025 Q4 REDUCED 17.1% -25.3% ✅ 68,522 -14,150 -17.1% 0.23% $2.4M 2026-01-12 $36.20
2025 Q3 REDUCED 26.7% +0.0% ❌ 82,672 -30,150 -26.7% 0.25% $3.0M 2025-10-06 $36.95
2025 Q2 ADDED — — — 112,822 +11,200 +11.0% 0.46% $5.0M 2025-07-10 $44.26
2025 Q1 ADDED — — — 101,622 +6,673 +7.0% 0.35% $3.4M 2025-04-04 $30.54
2024 Q4 REDUCED 31.9% -9.0% ✅ 94,949 -44,500 -31.9% 0.36% $3.5M 2025-01-13 $35.11
2024 Q3 ADDED — — — 139,449 +30,150 +27.6% 0.42% $3.9M 2024-10-03 $27.88
2024 Q2 REDUCED 20.4% +9.9% ❌ 109,299 -28,050 -20.4% 0.22% $2.8M 2024-07-03 $25.31
2024 Q1 REDUCED 13.7% +2.2% ❌ 137,349 -21,803 -13.7% 0.27% $3.4M 2024-04-04 $23.26
7 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

HAMILTON LANE ADVISORS LLC 3Y 7Y 7.5% Arkfeld Wealth Strategies, L.L.C. 3Y 2.33% ZEVENBERGEN CAPITAL INVESTMENTS LLC 3Y 7Y 1.27% Mainstream Capital Management LLC 0.95% Asio Capital, LLC 3Y 0.45% Bouvel Investment Partners, LLC 3Y 0.44% Register Financial Advisors LLC 3Y 0.4% Tortuga Wealth Management, Inc 0.39% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.31% BAM Wealth Management, LLC 0.26%

FAQ About MOODY NATIONAL BANK TRUST DIVISION and TOST

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

How long has MOODY NATIONAL BANK TRUST DIVISION reported owning TOST?

MOODY NATIONAL BANK TRUST DIVISION reported TOST across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported TOST position in MOODY NATIONAL BANK TRUST DIVISION's portfolio?

The largest reported portfolio weight for TOST was 0.46% in 2025 Q2.

What is the latest reported TOST position on this page?

The most recent filing on this page is 2026 Q2, when MOODY NATIONAL BANK TRUST DIVISION reported 43,000 shares, equal to 0.10% of portfolio, with an estimated market value of $1.2M.

What does the chart on this TOST ownership page compare?

The chart compares MOODY NATIONAL BANK TRUST DIVISION'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 MOODY NATIONAL BANK TRUST DIVISION time their TOST position?

Based on 13F filing dates vs. subsequent TOST price moves, MOODY NATIONAL BANK TRUST DIVISION correctly timed 9 out of 16 reported position changes (56%). The annualised alpha on TOST relative to SPY over the holding period was -0.6%.

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