CIAS
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CBIZ Investment Advisory Services’s Toast TOST Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-224
Closed -$7.95K – 709
2025
Q4 		$7.95K Buy
+224
New +$8.07K ﹤0.01% 424

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

CBIZ Investment Advisory Services's TOST Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Toast (TOST) in Q1 2026, closing a stake of 224 shares — an estimated $7.95K sold.

CBIZ Investment Advisory Services first reported a position in TOST in Q4 2025 and held it in 1 quarter. The position peaked at $7.95K in Q4 2025. 755 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Toast position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 224 Toast shares in Q1 2026, an estimated $7.95K.
  • CBIZ Investment Advisory Services first reported a position in Toast in Q4 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Toast position peaked at $7.95K in Q4 2025.
  • 755 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.