CFI
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CARLSON FINANCIAL, INC.’s Toast TOST Stock Holding History

CARLSON FINANCIAL, INC.’s Portfolio TOST Stock Details TOST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$377K Sell
13,546
-300
-2% -$7.82K 0.19% 117
2026
Q1 		$367K Buy
13,846
+255
+2% +$7.61K 0.22% 109
2025
Q4 		$483K Buy
+13,591
New +$490K 0.28% 90

Other funds holding TOST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CARLSON FINANCIAL, INC.'s TOST Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. reduced its Toast (TOST) stake by 2.2% in Q2 2026, selling an estimated $7.82K and leaving 13,546 shares worth $377K. The position accounts for 0.19% of the portfolio, ranked #117.

CARLSON FINANCIAL, INC. first reported a position in TOST in Q4 2025 and has held it in 3 quarters since. The position peaked at $483K in Q4 2025. 766 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • CARLSON FINANCIAL, INC. held 13,546 shares of Toast worth $377K as of Q2 2026.
  • CARLSON FINANCIAL, INC. sold 300 Toast shares in Q2 2026, an estimated $7.82K.
  • Toast made up 0.19% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #117 holding.
  • CARLSON FINANCIAL, INC. first reported a position in Toast in Q4 2025 and has held it in 3 quarters since.
  • CARLSON FINANCIAL, INC.'s Toast position peaked at $483K in Q4 2025.
  • 766 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.