Cetera Investment Advisers
TOST icon

Cetera Investment Advisers’s Toast TOST Stock Holding History

Cetera Investment Advisers’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 		$3.3M Buy
118,619
+2,828
+2% +$73.7K ﹤0.01% 1938
2026
Q1 		$3.07M Buy
115,791
+4,635
+4% +$138K ﹤0.01% 1881
2025
Q4 		$3.95M Buy
111,156
+1,574
+1% +$56.7K ﹤0.01% 1625
2025
Q3 		$4M Buy
109,582
+18,287
+20% +$794K ﹤0.01% 1598
2025
Q2 		$4.04M Buy
91,295
+26,300
+40% +$1.03M 0.01% 1326
2025
Q1 		$2.16M Buy
64,995
+11,747
+22% +$440K ﹤0.01% 1694
2024
Q4 		$1.94M Buy
53,248
+19,861
+59% +$698K ﹤0.01% 1685
2024
Q3 		$945K Sell
33,387
-2,937
-8% -$74.4K ﹤0.01% 2159
2024
Q2 		$936K Buy
36,324
+13,731
+61% +$332K ﹤0.01% 2119
2024
Q1 		$563K Buy
+22,593
New +$468K ﹤0.01% 2512

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 $3.37T AUM 44.26% 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

Cetera Investment Advisers's TOST Position: Q2 2026 in Review

Cetera Investment Advisers increased its Toast (TOST) stake by 2.4% in Q2 2026, buying an estimated $73.7K and bringing the position to 118,619 shares worth $3.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1938.

Cetera Investment Advisers first reported a position in TOST in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.04M in Q2 2025. 773 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Cetera Investment Advisers held 118,619 shares of Toast worth $3.3M as of Q2 2026.
  • Cetera Investment Advisers bought 2,828 Toast shares in Q2 2026, an estimated $73.7K.
  • Toast made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1938 holding.
  • Cetera Investment Advisers first reported a position in Toast in Q1 2024 and has held it in 10 quarters since.
  • Cetera Investment Advisers's Toast position peaked at $4.04M in Q2 2025.
  • 773 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.