Crewe Advisors’s Toast TOST Stock Holding History

Crewe Advisors’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	$139K	Hold	5,000	–	–	0.01%	284
2026 Q1	$133K	Hold	5,000	–	–	0.01%	249
2025 Q4	$178K	Hold	5,000	–	–	0.02%	218
2025 Q3	$183K	Sell	5,000 -11	-0.2%	-$478	0.02%	218
2025 Q2	$222K	Hold	5,011	–	–	0.03%	142
2025 Q1	$166K	Hold	5,011	–	–	0.02%	156
2024 Q4	$183K	Buy	5,011 +11	+0.2%	+$387	0.03%	150
2024 Q3	$142K	Hold	5,000	–	–	0.02%	185
2024 Q2	$129K	Hold	5,000	–	–	0.01%	237
2024 Q1	$125K	Buy	+5,000	New	+$104K	0.01%	241

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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 $3.37T AUM 44.26% 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

Crewe Advisors's TOST Position: Q2 2026 in Review

Crewe Advisors held its Toast (TOST) position steady in Q2 2026 at 5,000 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #284.

Crewe Advisors first reported a position in TOST in Q1 2024 and has held it in 10 quarters since. The position peaked at $222K in Q2 2025. 765 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Crewe Advisors held 5,000 shares of Toast worth $139K as of Q2 2026.
Crewe Advisors left its Toast share count unchanged in Q2 2026.
Toast made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #284 holding.
Crewe Advisors first reported a position in Toast in Q1 2024 and has held it in 10 quarters since.
Crewe Advisors's Toast position peaked at $222K in Q2 2025.
765 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.