Bank Julius Baer & Co
TOST icon

Bank Julius Baer & Co’s Toast TOST Stock Holding History

Bank Julius Baer & Co’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 		$264K Sell
9,457
-2,699
-22% -$70.4K ﹤0.01% 487
2026
Q1 		$322K Sell
12,156
-143,807
-92% -$4.29M ﹤0.01% 467
2025
Q4 		$5.6M Sell
155,963
-10,723
-6% -$387K 0.02% 224
2025
Q3 		$6.09M Buy
166,686
+155,270
+1,360% +$6.74M 0.02% 226
2025
Q2 		$506K Sell
11,416
-2,220
-16% -$87.2K ﹤0.01% 383
2025
Q1 		$452K Buy
13,636
+1,282
+10% +$48K ﹤0.01% 375
2024
Q4 		$497K Buy
12,354
+735
+6% +$25.8K ﹤0.01% 354
2024
Q3 		$390K Sell
11,619
-9,407
-45% -$238K ﹤0.01% 351
2024
Q2 		$603K Sell
21,026
-12,701
-38% -$307K ﹤0.01% 264
2024
Q1 		$840K Sell
33,727
-3,663
-10% -$75.8K ﹤0.01% 282
2023
Q4 		$683K Buy
37,390
+16
+0% +$262 ﹤0.01% 305
2023
Q3 		$700K Buy
37,374
+912
+3% +$19.8K ﹤0.01% 289
2023
Q2 		$823K Sell
36,462
-85
-0.2% -$1.7K ﹤0.01% 285
2023
Q1 		$649K Buy
36,547
+361
+1% +$7.12K ﹤0.01% 321
2022
Q4 		$652K Buy
36,186
+2,317
+7% +$43.6K ﹤0.01% 314
2022
Q3 		$566K Sell
33,869
-32,045
-49% -$556K ﹤0.01% 323
2022
Q2 		$853K Buy
+65,914
New +$1.09M 0.01% 293

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 $3.38T AUM 44.17% 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

Bank Julius Baer & Co's TOST Position: Q2 2026 in Review

Bank Julius Baer & Co reduced its Toast (TOST) stake by 22% in Q2 2026, selling an estimated $70.4K and leaving 9,457 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Bank Julius Baer & Co first reported a position in TOST in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.09M in Q3 2025. 774 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Bank Julius Baer & Co held 9,457 shares of Toast worth $264K as of Q2 2026.
  • Bank Julius Baer & Co sold 2,699 Toast shares in Q2 2026, an estimated $70.4K.
  • Toast made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #487 holding.
  • Bank Julius Baer & Co first reported a position in Toast in Q2 2022 and has held it in 17 quarters since.
  • Bank Julius Baer & Co's Toast position peaked at $6.09M in Q3 2025.
  • 774 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.