IFG
TOST icon

Independent Financial Group’s Toast TOST Stock Holding History

Independent Financial 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 		$286K Sell
10,292
-298
-3% -$7.77K 0.01% 1270
2026
Q1 		$281K Sell
10,590
-657
-6% -$19.6K 0.01% 1197
2025
Q4 		$399K Buy
11,247
+3,103
+38% +$112K 0.01% 1009
2025
Q3 		$297K Buy
8,144
+1,231
+18% +$53.4K 0.01% 1096
2025
Q2 		$306K Sell
6,913
-379
-5% -$14.9K 0.01% 1018
2025
Q1 		$242K Sell
7,292
-3,061
-30% -$115K 0.01% 1022
2024
Q4 		$377K Buy
+10,353
New +$364K 0.01% 807

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

Independent Financial Group's TOST Position: Q2 2026 in Review

Independent Financial Group reduced its Toast (TOST) stake by 2.8% in Q2 2026, selling an estimated $7.77K and leaving 10,292 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #1270.

Independent Financial Group first reported a position in TOST in Q4 2024 and has held it in 7 quarters since. The position peaked at $399K in Q4 2025. 765 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Independent Financial Group held 10,292 shares of Toast worth $286K as of Q2 2026.
  • Independent Financial Group sold 298 Toast shares in Q2 2026, an estimated $7.77K.
  • Toast made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1270 holding.
  • Independent Financial Group first reported a position in Toast in Q4 2024 and has held it in 7 quarters since.
  • Independent Financial Group's Toast position peaked at $399K in Q4 2025.
  • 765 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.