Financial Freedom LLC
TOST icon

Financial Freedom LLC’s Toast TOST Stock Holding History

Financial Freedom LLC’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 		$435 Buy
+15
New +$483 ﹤0.01% 336
2026
Q2 		– Sell
-15
Closed -$398 – 360
2026
Q1 		$398 Hold
15
– – ﹤0.01% 419
2025
Q4 		$533 Hold
15
– – ﹤0.01% 333
2025
Q3 		$548 Hold
15
– – ﹤0.01% 350
2025
Q2 		$664 Hold
15
– – ﹤0.01% 344
2025
Q1 		$498 Hold
15
– – ﹤0.01% 358
2024
Q4 		$547 Hold
15
– – ﹤0.01% 355
2024
Q3 		$425 Hold
15
– – ﹤0.01% 352
2024
Q2 		$387 Hold
15
– – ﹤0.01% 366
2024
Q1 		$374 Hold
15
– – ﹤0.01% 359
2023
Q4 		$274 Hold
15
– – ﹤0.01% 357
2023
Q3 		$281 Hold
15
– – ﹤0.01% 368
2023
Q2 		$339 Hold
15
– – ﹤0.01% 397
2023
Q1 		$266 Hold
15
– – ﹤0.01% 397
2022
Q4 		$270 Buy
+15
New +$282 ﹤0.01% 401

Other funds holding TOST

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Financial Freedom LLC's TOST Position: Q3 2026 in Review

Financial Freedom LLC opened a new position in Toast (TOST) in Q3 2026: 15 shares worth $435. The stake represents ﹤0.01% of the portfolio and ranks #336 among its holdings. This is a return to the name: Financial Freedom LLC previously reported a position in TOST as recently as Q1 2026.

Financial Freedom LLC first reported a position in TOST in Q4 2022 and has held it in 15 quarters since. The position peaked at $664 in Q2 2025. 431 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

  • Financial Freedom LLC held 15 shares of Toast worth $435 as of Q3 2026.
  • Toast was a new Financial Freedom LLC position in Q3 2026.
  • Toast made up ﹤0.01% of Financial Freedom LLC's portfolio in Q3 2026, its #336 holding.
  • Financial Freedom LLC first reported a position in Toast in Q4 2022 and has held it in 15 quarters since.
  • Financial Freedom LLC's Toast position peaked at $664 in Q2 2025.
  • 431 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Financial Freedom LLC's 13F filing for Q3 2026, filed 6 Nov 2026.