Concord Wealth Partners’s Toast TOST Stock Holding History

Concord Wealth Partners’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	-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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Concord Wealth Partners's TOST Position: Q1 2026 in Review

Concord Wealth Partners sold out of Toast (TOST) in Q1 2026, closing a stake of 8 shares — an estimated $284 sold.

Concord Wealth Partners first reported a position in TOST in Q2 2025 and held it in 3 quarters. The position peaked at $354 in Q2 2025. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

Concord Wealth Partners reported no remaining Toast position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 8 Toast shares in Q1 2026, an estimated $284.
Concord Wealth Partners first reported a position in Toast in Q2 2025 and held it in 3 quarters.
Concord Wealth Partners's Toast position peaked at $354 in Q2 2025.
756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.