Independent Family Office’s Toast TOST Stock Holding History

Independent Family Office’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	$6.96M	Hold	250,000	–	–	2.79%	11
2026 Q1	$6.63M	Hold	250,000	–	–	2.73%	10
2025 Q4	$8.88M	Sell	250,000 -20,000	-7%	-$721K	3.71%	7
2025 Q3	$9.86M	Sell	270,000 -1,850	-0.7%	-$80.3K	4.17%	7
2025 Q2	$12M	Sell	271,850 -13,150	-5%	-$517K	5.58%	5
2025 Q1	$9.45M	Hold	285,000	–	–	4.97%	5
2024 Q4	$10.4M	Sell	285,000 -49,275	-15%	-$1.73M	5.4%	5
2024 Q3	$9.46M	Hold	334,275	–	–	4.75%	5
2024 Q2	$8.61M	Hold	334,275	–	–	4.91%	5
2024 Q1	$8.33M	Sell	334,275 -40,725	-11%	-$843K	4.47%	6
2023 Q4	$6.85M	Hold	375,000	–	–	3.87%	7
2023 Q3	$7.02M	Hold	375,000	–	–	4.39%	6
2023 Q2	$8.46M	Sell	375,000 -45,060	-11%	-$899K	5.13%	5
2023 Q1	$7.46M	Hold	420,060	–	–	4.3%	6
2022 Q4	$7.57M	Sell	420,060 -418,000	-50%	-$7.86M	4.55%	5
2022 Q3	$14M	Buy	+838,060	New	+$14.5M	6.91%	3

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

Independent Family Office's TOST Position: Q2 2026 in Review

Independent Family Office held its Toast (TOST) position steady in Q2 2026 at 250,000 shares worth $6.96M. The position accounts for 2.79% of the portfolio, ranked #11.

Independent Family Office first reported a position in TOST in Q3 2022 and has held it in 16 quarters since. The position peaked at $14M in Q3 2022. 764 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Independent Family Office held 250,000 shares of Toast worth $6.96M as of Q2 2026.
Independent Family Office left its Toast share count unchanged in Q2 2026.
Toast made up 2.79% of Independent Family Office's portfolio in Q2 2026, its #11 holding.
Independent Family Office first reported a position in Toast in Q3 2022 and has held it in 16 quarters since.
Independent Family Office's Toast position peaked at $14M in Q3 2022.
764 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.