Bell Investment Advisors’s Toast TOST Stock Holding History

Bell Investment 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	$4.43K	Buy	167 +56	+50%	+$1.67K	﹤0.01%	1009
2025 Q4	$3.94K	Sell	111 -15	-12%	-$541	﹤0.01%	1075
2025 Q3	$4.6K	Hold	126	–	–	﹤0.01%	972
2025 Q2	$5.58K	Buy	126 +15	+14%	+$590	﹤0.01%	936
2025 Q1	$3.68K	Buy	111 +15	+16%	+$562	﹤0.01%	1053
2024 Q4	$3.5K	Hold	96	–	–	﹤0.01%	1103
2024 Q3	$2.72K	Sell	96 -20	-17%	-$507	﹤0.01%	1229
2024 Q2	$2.99K	Buy	116 +20	+21%	+$483	﹤0.01%	1175
2024 Q1	$2.39K	Hold	96	–	–	﹤0.01%	1273
2023 Q4	$1.75K	Sell	96 -92	-49%	-$1.51K	﹤0.01%	1383
2023 Q3	$3.52K	Buy	188 +24	+15%	+$521	﹤0.01%	991
2023 Q2	$3.7K	Sell	164 -15	-8%	-$299	﹤0.01%	976
2023 Q1	$3.18K	Hold	179	–	–	﹤0.01%	1014
2022 Q4	$3.23K	Buy	179 +23	+15%	+$432	﹤0.01%	1033
2022 Q3	$3K	Buy	156 +54	+53%	+$936	﹤0.01%	980
2022 Q2	$1K	Buy	+102	New	+$1.69K	﹤0.01%	1625

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 New York $5.7T AUM 30.48% 1-Year Est. Return

AllianceBernstein

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T 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