FP
TOST icon

Financial Perspectives’s Toast TOST Stock Holding History

Financial Perspectives’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 		$5.56K Hold
200
– – ﹤0.01% 602
2026
Q1 		$5.3K Hold
200
– – ﹤0.01% 584
2025
Q4 		$7.1K Hold
200
– – ﹤0.01% 559
2025
Q3 		$7.3K Hold
200
– – ﹤0.01% 546
2025
Q2 		$8.86K Hold
200
– – ﹤0.01% 522
2025
Q1 		$6.63K Hold
200
– – ﹤0.01% 545
2024
Q4 		$7.29K Buy
200
+125
+167% +$4.39K ﹤0.01% 538
2024
Q3 		$2.12K Hold
75
– – ﹤0.01% 588
2024
Q2 		$1.93K Hold
75
– – ﹤0.01% 580
2024
Q1 		$1.87K Sell
75
-50
-40% -$1.03K ﹤0.01% 578
2023
Q4 		$2.28K Hold
125
– – ﹤0.01% 583
2023
Q3 		$2.34K Buy
125
+50
+67% +$1.08K ﹤0.01% 580
2023
Q2 		$1.69K Buy
+75
New +$1.5K ﹤0.01% 598

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 Perspectives's TOST Position: Q2 2026 in Review

Financial Perspectives held its Toast (TOST) position steady in Q2 2026 at 200 shares worth $5.56K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Financial Perspectives first reported a position in TOST in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.86K in Q2 2025. 764 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Financial Perspectives held 200 shares of Toast worth $5.56K as of Q2 2026.
  • Financial Perspectives left its Toast share count unchanged in Q2 2026.
  • Toast made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #602 holding.
  • Financial Perspectives first reported a position in Toast in Q2 2023 and has held it in 13 quarters since.
  • Financial Perspectives's Toast position peaked at $8.86K in Q2 2025.
  • 764 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.