CPG
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Cornerstone Planning Group’s Toast TOST Stock Holding History

Cornerstone Planning 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 		$44.7K Buy
1,529
+141
+10% +$3.68K 0.01% 432
2026
Q1 		$39.6K Buy
1,388
+141
+11% +$4.21K 0.01% 460
2025
Q4 		$39.7K Buy
1,247
+1,233
+8,807% +$44.5K 0.01% 402
2025
Q3 		$489 Sell
14
-614
-98% -$26.7K ﹤0.01% 1489
2025
Q2 		$30K Buy
628
+12
+2% +$472 0.01% 335
2025
Q1 		$21.5K Buy
616
+18
+3% +$674 0.01% 397
2024
Q4 		$23K Buy
598
+581
+3,418% +$20.4K 0.01% 288
2024
Q3 		$511 Buy
+17
New +$431 ﹤0.01% 1081

Other funds holding TOST

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Cornerstone Planning Group's TOST Position: Q2 2026 in Review

Cornerstone Planning Group increased its Toast (TOST) stake by 10% in Q2 2026, buying an estimated $3.68K and bringing the position to 1,529 shares worth $44.7K. The position accounts for 0.01% of the portfolio, ranked #432.

Cornerstone Planning Group first reported a position in TOST in Q3 2024 and has held it in 8 quarters since. 383 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Cornerstone Planning Group held 1,529 shares of Toast worth $44.7K as of Q2 2026.
  • Cornerstone Planning Group bought 141 Toast shares in Q2 2026, an estimated $3.68K.
  • Toast made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #432 holding.
  • Cornerstone Planning Group first reported a position in Toast in Q3 2024 and has held it in 8 quarters since.
  • 383 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.