CFO
TOST icon

Callan Family Office’s Toast TOST Stock Holding History

Callan Family Office’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 		$335K Sell
12,619
-33,857
-73% -$1.01M 0.01% 891
2025
Q4 		$1.65M Buy
46,476
+22,628
+95% +$816K 0.04% 398
2025
Q3 		$871K Buy
23,848
+18,153
+319% +$788K 0.03% 408
2025
Q2 		$252K Buy
+5,695
New +$224K 0.01% 821

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

Callan Family Office's TOST Position: Q1 2026 in Review

Callan Family Office reduced its Toast (TOST) stake by 73% in Q1 2026, selling an estimated $1.01M and leaving 12,619 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #891.

Callan Family Office first reported a position in TOST in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.65M in Q4 2025. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Callan Family Office held 12,619 shares of Toast worth $335K as of Q1 2026.
  • Callan Family Office sold 33,857 Toast shares in Q1 2026, an estimated $1.01M.
  • Toast made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #891 holding.
  • Callan Family Office first reported a position in Toast in Q2 2025 and has held it in 4 quarters since.
  • Callan Family Office's Toast position peaked at $1.65M in Q4 2025.
  • 756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.