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Beacon Pointe Advisors’s Toast TOST Stock Holding History

Beacon Pointe Advisors’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 		$440K Sell
15,809
-8,536
-35% -$223K ﹤0.01% 1399
2026
Q1 		$645K Sell
24,345
-2,008
-8% -$59.9K ﹤0.01% 1182
2025
Q4 		$936K Buy
26,353
+9,004
+52% +$325K 0.01% 856
2025
Q3 		$633K Buy
+17,349
New +$753K 0.01% 930

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

Beacon Pointe Advisors's TOST Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Toast (TOST) stake by 35% in Q2 2026, selling an estimated $223K and leaving 15,809 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

Beacon Pointe Advisors first reported a position in TOST in Q3 2025 and has held it in 4 quarters since. The position peaked at $936K in Q4 2025. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Beacon Pointe Advisors held 15,809 shares of Toast worth $440K as of Q2 2026.
  • Beacon Pointe Advisors sold 8,536 Toast shares in Q2 2026, an estimated $223K.
  • Toast made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1399 holding.
  • Beacon Pointe Advisors first reported a position in Toast in Q3 2025 and has held it in 4 quarters since.
  • Beacon Pointe Advisors's Toast position peaked at $936K in Q4 2025.
  • 771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.