Forum Finance Group’s Toast TOST Stock Holding History

Forum Finance 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	$4K	Hold	200	–	–	﹤0.01%	320
2026 Q1	$4K	Buy	+200	New	+$5.97K	﹤0.01%	300

Other funds holding TOST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Forum Finance Group's TOST Position: Q2 2026 in Review

Forum Finance Group held its Toast (TOST) position steady in Q2 2026 at 200 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Forum Finance Group first reported a position in TOST in Q1 2026 and has held it in 2 quarters since. 764 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Forum Finance Group held 200 shares of Toast worth $4K as of Q2 2026.
Forum Finance Group left its Toast share count unchanged in Q2 2026.
Toast made up ﹤0.01% of Forum Finance Group's portfolio in Q2 2026, its #320 holding.
Forum Finance Group first reported a position in Toast in Q1 2026 and has held it in 2 quarters since.
764 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.