Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2K Buy
+72
New +$1.88K ﹤0.01% 2114
2025
Q3
Sell
-5,800
Closed -$257K 797
2025
Q2
$257K Buy
+5,800
New +$228K 0.01% 649

Other funds holding TOST

IFG Advisory's TOST Position: Q2 2026 in Review

IFG Advisory opened a new position in Toast (TOST) in Q2 2026: 72 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2114 among its holdings. This is a return to the name: IFG Advisory previously reported a position in TOST as recently as Q2 2025.

IFG Advisory first reported a position in TOST in Q2 2025 and has held it in 2 quarters since. The position peaked at $257K in Q2 2025. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • IFG Advisory held 72 shares of Toast worth $2K as of Q2 2026.
  • Toast was a new IFG Advisory position in Q2 2026.
  • Toast made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #2114 holding.
  • IFG Advisory first reported a position in Toast in Q2 2025 and has held it in 2 quarters since.
  • IFG Advisory's Toast position peaked at $257K in Q2 2025.
  • 771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.