Concord Wealth Partners’s Toast TOST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$223 Buy
+8
New +$209 ﹤0.01% 843
2026
Q1
Sell
-8
Closed -$284 731
2025
Q4
$284 Hold
8
﹤0.01% 793
2025
Q3
$292 Hold
8
﹤0.01% 781
2025
Q2
$354 Buy
+8
New +$314 ﹤0.01% 797

Other funds holding TOST

Concord Wealth Partners's TOST Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Toast (TOST) in Q2 2026: 8 shares worth $223. The stake represents ﹤0.01% of the portfolio and ranks #843 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in TOST as recently as Q4 2025.

Concord Wealth Partners first reported a position in TOST in Q2 2025 and has held it in 4 quarters since. The position peaked at $354 in Q2 2025. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Concord Wealth Partners held 8 shares of Toast worth $223 as of Q2 2026.
  • Toast was a new Concord Wealth Partners position in Q2 2026.
  • Toast made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #843 holding.
  • Concord Wealth Partners first reported a position in Toast in Q2 2025 and has held it in 4 quarters since.
  • Concord Wealth Partners's Toast position peaked at $354 in Q2 2025.
  • 771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.