Janney Montgomery Scott
TOST icon

Janney Montgomery Scott’s Toast TOST Stock Holding History

Janney Montgomery Scott’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 		$14.3M Sell
513,260
-11,532
-2% -$301K 0.03% 556
2026
Q1 		$13.9M Buy
524,792
+35,013
+7% +$1.04M 0.03% 457
2025
Q4 		$17.4M Buy
489,779
+48,840
+11% +$1.76M 0.04% 413
2025
Q3 		$16.1M Buy
440,939
+154,581
+54% +$6.71M 0.04% 434
2025
Q2 		$12.7M Buy
286,358
+31,167
+12% +$1.22M 0.03% 467
2025
Q1 		$8.46M Buy
255,191
+216,227
+555% +$8.1M 0.02% 590
2024
Q4 		$1.42M Buy
38,964
+551
+1% +$19.4K ﹤0.01% 1343
2024
Q3 		$1.09M Sell
38,413
-60,534
-61% -$1.53M ﹤0.01% 1461
2024
Q2 		$2.55M Buy
+98,947
New +$2.39M 0.01% 984
2023
Q2 		– Sell
-12,375
Closed -$220K – 2737
2023
Q1 		$220K Buy
+12,375
New +$244K ﹤0.01% 2234

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott's TOST Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Toast (TOST) stake by 2.2% in Q2 2026, selling an estimated $301K and leaving 513,260 shares worth $14.3M. The position accounts for 0.03% of the portfolio, ranked #556.

Janney Montgomery Scott first reported a position in TOST in Q1 2023 and has held it in 10 quarters since. The position peaked at $17.4M in Q4 2025. 773 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Janney Montgomery Scott held 513,260 shares of Toast worth $14.3M as of Q2 2026.
  • Janney Montgomery Scott sold 11,532 Toast shares in Q2 2026, an estimated $301K.
  • Toast made up 0.03% of Janney Montgomery Scott's portfolio in Q2 2026, its #556 holding.
  • Janney Montgomery Scott first reported a position in Toast in Q1 2023 and has held it in 10 quarters since.
  • Janney Montgomery Scott's Toast position peaked at $17.4M in Q4 2025.
  • 773 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.