Advisory Services Network’s Toast TOST Stock Holding History

Advisory Services Network’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 Q1	$216K	Buy	8,151 +347	+4%	+$10.4K	﹤0.01%	1770
2025 Q4	$277K	Sell	7,804 -8,442	-52%	-$304K	﹤0.01%	1528
2025 Q3	$593K	Buy	16,246 +5,009	+45%	+$217K	0.01%	1112
2025 Q2	$549K	Buy	11,237 +1,667	+17%	+$65.5K	0.01%	1115
2025 Q1	$317K	Buy	9,570 +4,024	+73%	+$151K	0.01%	1266
2024 Q4	$202K	Buy	+5,546	New	+$195K	﹤0.01%	1484
2024 Q2	–	Sell	-13,808	Closed	-$344K	–	1598
2024 Q1	$344K	Buy	13,808 +8,769	+174%	+$182K	0.01%	1095
2023 Q4	$92K	Buy	+5,039	New	+$82.6K	﹤0.01%	1694
2023 Q2	–	Sell	-28,583	Closed	-$507K	–	3476
2023 Q1	$507K	Sell	28,583 -107	-0.4%	-$2.11K	0.01%	897
2022 Q4	$517K	Buy	+28,690	New	+$539K	0.02%	839
2022 Q3	–	Sell	-34,262	Closed	-$443K	–	1446
2022 Q2	$443K	Buy	34,262 +2,796	+9%	+$46.3K	0.02%	890
2022 Q1	$684K	Buy	+31,466	New	+$711K	0.02%	775

Other funds holding TOST

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisory Services Network's TOST Position: Q1 2026 in Review

Advisory Services Network increased its Toast (TOST) stake by 4.4% in Q1 2026, buying an estimated $10.4K and bringing the position to 8,151 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

Advisory Services Network first reported a position in TOST in Q1 2022 and has held it in 12 quarters since. The position peaked at $684K in Q1 2022. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

Advisory Services Network held 8,151 shares of Toast worth $216K as of Q1 2026.
Advisory Services Network bought 347 Toast shares in Q1 2026, an estimated $10.4K.
Toast made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #1770 holding.
Advisory Services Network first reported a position in Toast in Q1 2022 and has held it in 12 quarters since.
Advisory Services Network's Toast position peaked at $684K in Q1 2022.
756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.