BFG
TOST icon

Bleakley Financial Group’s Toast TOST Stock Holding History

Bleakley Financial Group’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 		– Sell
-90,722
Closed -$2.41M – 980
2026
Q1 		$2.41M Buy
+90,722
New +$2.71M 0.04% 354
2025
Q3 		– Sell
-11,168
Closed -$495K – 613
2025
Q2 		$495K Buy
+11,168
New +$439K 0.01% 490
2025
Q1 		– Sell
-9,394
Closed -$342K – 958
2024
Q4 		$342K Buy
+9,394
New +$330K 0.01% 747

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

Bleakley Financial Group's TOST Position: Q2 2026 in Review

Bleakley Financial Group sold out of Toast (TOST) in Q2 2026, closing a stake of 90,722 shares — an estimated $2.41M sold.

Bleakley Financial Group first reported a position in TOST in Q4 2024 and held it in 3 quarters. The position peaked at $2.41M in Q1 2026. 774 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Bleakley Financial Group reported no remaining Toast position as of Q2 2026 after selling out during the quarter.
  • Bleakley Financial Group sold 90,722 Toast shares in Q2 2026, an estimated $2.41M.
  • Bleakley Financial Group first reported a position in Toast in Q4 2024 and held it in 3 quarters.
  • Bleakley Financial Group's Toast position peaked at $2.41M in Q1 2026.
  • 774 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.