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 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

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

Creative Financial Designs's TOST Position: Q1 2026 in Review

Creative Financial Designs held its Toast (TOST) position steady in Q1 2026 at 196 shares worth $5.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1574.

Creative Financial Designs first reported a position in TOST in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.16K in Q3 2025. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

Creative Financial Designs held 196 shares of Toast worth $5.2K as of Q1 2026.
Creative Financial Designs left its Toast share count unchanged in Q1 2026.
Toast made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1574 holding.
Creative Financial Designs first reported a position in Toast in Q1 2024 and has held it in 9 quarters since.
Creative Financial Designs's Toast position peaked at $7.16K in Q3 2025.
756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.