IA
TOST icon

IFP Advisors’s Toast TOST Stock Holding History

IFP Advisors’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 		$801K Sell
28,809
-2,108
-7% -$55K 0.01% 836
2026
Q1 		$820K Buy
30,917
+1,250
+4% +$37.3K 0.02% 762
2025
Q4 		$1.05M Buy
29,667
+337
+1% +$12.1K 0.02% 639
2025
Q3 		$1.07M Buy
29,330
+1,500
+5% +$65.1K 0.03% 577
2025
Q2 		$1.25M Buy
27,830
+13,189
+90% +$518K 0.04% 512
2025
Q1 		$486K Buy
14,641
+4,639
+46% +$174K 0.02% 784
2024
Q4 		$369K Buy
10,002
+762
+8% +$26.8K 0.01% 863
2024
Q3 		$262K Buy
9,240
+107
+1% +$2.71K 0.01% 963
2024
Q2 		$235K Buy
9,133
+178
+2% +$4.3K 0.01% 962
2024
Q1 		$223K Sell
8,955
-437
-5% -$9.05K 0.01% 951
2023
Q4 		$171K Sell
9,392
-267
-3% -$4.38K 0.01% 1018
2023
Q3 		$181K Buy
9,659
+400
+4% +$8.68K 0.01% 1012
2023
Q2 		$209K Buy
9,259
+120
+1% +$2.4K 0.01% 1000
2023
Q1 		$571K Buy
9,139
+2,997
+49% +$59.1K 0.02% 555
2022
Q4 		$385K Hold
6,142
– – 0.01% 1015
2022
Q3 		$385K Buy
6,142
+2,003
+48% +$34.7K 0.01% 1049
2022
Q2 		$259K Hold
4,139
– – 0.01% 1151
2022
Q1 		$259K Buy
4,139
+2,800
+209% +$63.2K 0.01% 1151
2021
Q4 		$47K Buy
1,339
+755
+129% +$34.9K ﹤0.01% 1577
2021
Q3 		$29K Buy
+584
New +$31.9K ﹤0.01% 1827

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

IFP Advisors's TOST Position: Q2 2026 in Review

IFP Advisors reduced its Toast (TOST) stake by 6.8% in Q2 2026, selling an estimated $55K and leaving 28,809 shares worth $801K. The position accounts for 0.01% of the portfolio, ranked #836.

IFP Advisors first reported a position in TOST in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.25M in Q2 2025. 765 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • IFP Advisors held 28,809 shares of Toast worth $801K as of Q2 2026.
  • IFP Advisors sold 2,108 Toast shares in Q2 2026, an estimated $55K.
  • Toast made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #836 holding.
  • IFP Advisors first reported a position in Toast in Q3 2021 and has held it in 20 quarters since.
  • IFP Advisors's Toast position peaked at $1.25M in Q2 2025.
  • 765 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.