FFG
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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
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

Other funds holding TOST

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

Fiduciary Financial Group's TOST Position: Q2 2026 in Review

Fiduciary Financial Group reduced its Toast (TOST) stake by 0.02% in Q2 2026, selling an estimated $209 and leaving 46,771 shares worth $1.3M. The position accounts for 0.15% of the portfolio, ranked #98.

Fiduciary Financial Group first reported a position in TOST in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.66M in Q4 2025. 268 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Fiduciary Financial Group held 46,771 shares of Toast worth $1.3M as of Q2 2026.
  • Fiduciary Financial Group sold 8 Toast shares in Q2 2026, an estimated $209.
  • Toast made up 0.15% of Fiduciary Financial Group's portfolio in Q2 2026, its #98 holding.
  • Fiduciary Financial Group first reported a position in Toast in Q4 2025 and has held it in 3 quarters since.
  • Fiduciary Financial Group's Toast position peaked at $1.66M in Q4 2025.
  • 268 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.