Fiduciary Financial Group
TOST icon

Fiduciary Financial Group’s Toast TOST Stock Holding History

Fiduciary Financial 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
Q3 		$1.36M Hold
46,771
– – 0.16% 88
2026
Q2 		$1.3M Sell
46,771
-8
-0% -$209 0.15% 98
2026
Q1 		$1.24M Sell
46,779
-5
-0% -$149 0.16% 88
2025
Q4 		$1.66M Buy
+46,784
New +$1.69M 0.23% 60

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Bank of New York Mellon
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Barclays
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Zevenbergen Capital Investments
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Congress Asset Management
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Citigroup
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Fiduciary Financial Group's TOST Position: Q3 2026 in Review

Fiduciary Financial Group held its Toast (TOST) position steady in Q3 2026 at 46,771 shares worth $1.36M. The position accounts for 0.16% of the portfolio, ranked #88.

Fiduciary Financial Group first reported a position in TOST in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.66M in Q4 2025. 400 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

  • Fiduciary Financial Group held 46,771 shares of Toast worth $1.36M as of Q3 2026.
  • Fiduciary Financial Group left its Toast share count unchanged in Q3 2026.
  • Toast made up 0.16% of Fiduciary Financial Group's portfolio in Q3 2026, its #88 holding.
  • Fiduciary Financial Group first reported a position in Toast in Q4 2025 and has held it in 4 quarters since.
  • Fiduciary Financial Group's Toast position peaked at $1.66M in Q4 2025.
  • 400 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Fiduciary Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.