IAA
TOST icon

Independent Advisor Alliance’s Toast TOST Stock Holding History

Independent Advisor Alliance’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
2025
Q4 		– Sell
-18,116
Closed -$661K – 1053
2025
Q3 		$661K Buy
18,116
+8,290
+84% +$360K 0.02% 544
2025
Q2 		$435K Buy
+9,826
New +$386K 0.01% 628

Other funds holding TOST

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
XL
XN LP New York $3.8B AUM 49.01% 1-Year Est. Return

Independent Advisor Alliance's TOST Position: Q4 2025 in Review

Independent Advisor Alliance sold out of Toast (TOST) in Q4 2025, closing a stake of 18,116 shares — an estimated $661K sold.

Independent Advisor Alliance first reported a position in TOST in Q2 2025 and held it in 2 quarters. The position peaked at $661K in Q3 2025. 804 funds tracked by Wall St. Rank hold TOST as of Q4 2025.

  • Independent Advisor Alliance reported no remaining Toast position as of Q4 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 18,116 Toast shares in Q4 2025, an estimated $661K.
  • Independent Advisor Alliance first reported a position in Toast in Q2 2025 and held it in 2 quarters.
  • Independent Advisor Alliance's Toast position peaked at $661K in Q3 2025.
  • 804 funds tracked by Wall St. Rank held Toast as of Q4 2025.

Based on Independent Advisor Alliance's 13F filing for Q4 2025, filed 4 Feb 2026.