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Chapman Financial Group’s Toast TOST Stock Holding History

Chapman 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
Q1 		$1.27M Buy
47,954
+159
+0.3% +$4.75K 0.91% 31
2025
Q4 		$1.7M Sell
47,795
-675
-1% -$24.3K 1.16% 20
2025
Q3 		$1.77M Hold
48,470
– – 1.22% 16
2025
Q2 		$2.15M Buy
+48,470
New +$1.9M 1.82% 12
2024
Q4 		$1.8M Buy
+49,429
New +$1.74M 1.44% 17

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

Chapman Financial Group's TOST Position: Q1 2026 in Review

Chapman Financial Group increased its Toast (TOST) stake by 0.33% in Q1 2026, buying an estimated $4.75K and bringing the position to 47,954 shares worth $1.27M. The position accounts for 0.91% of the portfolio, ranked #31.

Chapman Financial Group first reported a position in TOST in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.15M in Q2 2025. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Chapman Financial Group held 47,954 shares of Toast worth $1.27M as of Q1 2026.
  • Chapman Financial Group bought 159 Toast shares in Q1 2026, an estimated $4.75K.
  • Toast made up 0.91% of Chapman Financial Group's portfolio in Q1 2026, its #31 holding.
  • Chapman Financial Group first reported a position in Toast in Q4 2024 and has held it in 5 quarters since.
  • Chapman Financial Group's Toast position peaked at $2.15M in Q2 2025.
  • 756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.