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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Beacon Pointe Advisors's TOST Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its Toast (TOST) stake by 7.6% in Q1 2026, selling an estimated $59.9K and leaving 24,345 shares worth $645K. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

Beacon Pointe Advisors first reported a position in TOST in Q3 2025 and has held it in 3 quarters since. The position peaked at $936K in Q4 2025. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Beacon Pointe Advisors held 24,345 shares of Toast worth $645K as of Q1 2026.
  • Beacon Pointe Advisors sold 2,008 Toast shares in Q1 2026, an estimated $59.9K.
  • Toast made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1182 holding.
  • Beacon Pointe Advisors first reported a position in Toast in Q3 2025 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's Toast position peaked at $936K in Q4 2025.
  • 756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.