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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
Q2 		$1.32M Sell
47,554
-400
-0.8% -$10.4K 0.88% 27
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

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

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

Chapman Financial Group reduced its Toast (TOST) stake by 0.83% in Q2 2026, selling an estimated $10.4K and leaving 47,554 shares worth $1.32M. The position accounts for 0.88% of the portfolio, ranked #27.

Chapman Financial Group first reported a position in TOST in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.15M in Q2 2025. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Chapman Financial Group held 47,554 shares of Toast worth $1.32M as of Q2 2026.
  • Chapman Financial Group sold 400 Toast shares in Q2 2026, an estimated $10.4K.
  • Toast made up 0.88% of Chapman Financial Group's portfolio in Q2 2026, its #27 holding.
  • Chapman Financial Group first reported a position in Toast in Q4 2024 and has held it in 6 quarters since.
  • Chapman Financial Group's Toast position peaked at $2.15M in Q2 2025.
  • 771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

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