FC
TOST icon

Financial Consulate’s Toast TOST Stock Holding History

Financial Consulate’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 		$50.3K Buy
1,809
+301
+20% +$7.85K 0.01% 342
2026
Q1 		$40K Buy
1,508
+8
+0.5% +$239 0.01% 362
2025
Q4 		$53.3K Hold
1,500
– – 0.01% 308
2025
Q3 		$54.8K Buy
+1,500
New +$65.1K 0.01% 307

Other funds holding TOST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Consulate's TOST Position: Q2 2026 in Review

Financial Consulate increased its Toast (TOST) stake by 20% in Q2 2026, buying an estimated $7.85K and bringing the position to 1,809 shares worth $50.3K. The position accounts for 0.01% of the portfolio, ranked #342.

Financial Consulate first reported a position in TOST in Q3 2025 and has held it in 4 quarters since. The position peaked at $54.8K in Q3 2025. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Financial Consulate held 1,809 shares of Toast worth $50.3K as of Q2 2026.
  • Financial Consulate bought 301 Toast shares in Q2 2026, an estimated $7.85K.
  • Toast made up 0.01% of Financial Consulate's portfolio in Q2 2026, its #342 holding.
  • Financial Consulate first reported a position in Toast in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's Toast position peaked at $54.8K in Q3 2025.
  • 771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.