Creative Financial Designs’s Toast TOST Stock Holding History

Creative Financial Designs’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	$723	Sell	26 -170	-87%	-$4.43K	﹤0.01%	2093
2026 Q1	$5.2K	Hold	196	–	–	﹤0.01%	1574
2025 Q4	$6.96K	Hold	196	–	–	﹤0.01%	1432
2025 Q3	$7.16K	Buy	196 +70	+56%	+$3.04K	﹤0.01%	1445
2025 Q2	$5.58K	Sell	126 -5	-4%	-$197	﹤0.01%	1496
2025 Q1	$4.34K	Buy	131 +31	+31%	+$1.16K	﹤0.01%	1515
2024 Q4	$3.65K	Hold	100	–	–	﹤0.01%	1486
2024 Q3	$2.83K	Hold	100	–	–	﹤0.01%	1487
2024 Q2	$2.58K	Hold	100	–	–	﹤0.01%	1450
2024 Q1	$2.49K	Buy	+100	New	+$2.07K	﹤0.01%	1456

Other funds holding TOST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Financial Designs's TOST Position: Q2 2026 in Review

Creative Financial Designs reduced its Toast (TOST) stake by 87% in Q2 2026, selling an estimated $4.43K and leaving 26 shares worth $723. The position accounts for ﹤0.01% of the portfolio, ranked #2093.

Creative Financial Designs first reported a position in TOST in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.16K in Q3 2025. 774 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Creative Financial Designs held 26 shares of Toast worth $723 as of Q2 2026.
Creative Financial Designs sold 170 Toast shares in Q2 2026, an estimated $4.43K.
Toast made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2093 holding.
Creative Financial Designs first reported a position in Toast in Q1 2024 and has held it in 10 quarters since.
Creative Financial Designs's Toast position peaked at $7.16K in Q3 2025.
774 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.