AF
TOST icon

Allworth Financial’s Toast TOST Stock Holding History

Allworth Financial’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 		$144K Sell
5,165
-84
-2% -$2.19K ﹤0.01% 1717
2026
Q1 		$139K Buy
5,249
+1,067
+26% +$31.8K ﹤0.01% 1620
2025
Q4 		$148K Sell
4,182
-2,152
-34% -$77.6K ﹤0.01% 1506
2025
Q3 		$231K Buy
6,334
+4,932
+352% +$214K ﹤0.01% 1233
2025
Q2 		$62.1K Buy
1,402
+604
+76% +$23.7K ﹤0.01% 1822
2025
Q1 		$28.7K Sell
798
-2,322
-74% -$86.9K ﹤0.01% 1859
2024
Q4 		$121K Buy
3,120
+156
+5% +$5.48K ﹤0.01% 1176
2024
Q3 		$83.9K Buy
2,964
+40
+1% +$1.01K ﹤0.01% 1167
2024
Q2 		$79.4K Buy
2,924
+2,774
+1,849% +$67.1K ﹤0.01% 1163
2024
Q1 		$3.74K Buy
150
+19
+15% +$393 ﹤0.01% 2534
2023
Q4 		$2.39K Buy
131
+77
+143% +$1.26K ﹤0.01% 2603
2023
Q3 		$1.01K Buy
54
+27
+100% +$586 ﹤0.01% 2845
2023
Q2 		$610 Sell
27
-57
-68% -$1.14K ﹤0.01% 2850
2023
Q1 		$1.49K Sell
84
-802
-91% -$15.8K ﹤0.01% 2528
2022
Q4 		$16K Buy
886
+90
+11% +$1.69K ﹤0.01% 1485
2022
Q3 		$13K Buy
+796
New +$13.8K ﹤0.01% 1506

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

Allworth Financial's TOST Position: Q2 2026 in Review

Allworth Financial reduced its Toast (TOST) stake by 1.6% in Q2 2026, selling an estimated $2.19K and leaving 5,165 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #1717.

Allworth Financial first reported a position in TOST in Q3 2022 and has held it in 16 quarters since. The position peaked at $231K in Q3 2025. 766 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Allworth Financial held 5,165 shares of Toast worth $144K as of Q2 2026.
  • Allworth Financial sold 84 Toast shares in Q2 2026, an estimated $2.19K.
  • Toast made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1717 holding.
  • Allworth Financial first reported a position in Toast in Q3 2022 and has held it in 16 quarters since.
  • Allworth Financial's Toast position peaked at $231K in Q3 2025.
  • 766 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.