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Cornerstone Financial Management’s Toast TOST Stock Holding History

Cornerstone Financial Management’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 		$3.64K Sell
131
-18
-12% -$469 ﹤0.01% 687
2026
Q1 		$3.95K Buy
149
+104
+231% +$3.1K ﹤0.01% 548
2025
Q4 		$1.6K Buy
+45
New +$1.62K ﹤0.01% 763

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 $3.38T AUM 44.17% 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

Cornerstone Financial Management's TOST Position: Q2 2026 in Review

Cornerstone Financial Management reduced its Toast (TOST) stake by 12% in Q2 2026, selling an estimated $469 and leaving 131 shares worth $3.64K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Cornerstone Financial Management first reported a position in TOST in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.95K in Q1 2026. 774 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Cornerstone Financial Management held 131 shares of Toast worth $3.64K as of Q2 2026.
  • Cornerstone Financial Management sold 18 Toast shares in Q2 2026, an estimated $469.
  • Toast made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #687 holding.
  • Cornerstone Financial Management first reported a position in Toast in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's Toast position peaked at $3.95K in Q1 2026.
  • 774 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.