Jefferies Financial Group
TOST icon

Jefferies Financial Group’s Toast TOST Stock Holding History

Jefferies 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
Q3 		– Sell
-15,000
Closed -$417K – 1815
2026
Q2 		$417K Buy
+15,000
New +$391K ﹤0.01% 1294
2026
Q1 		– Sell
-15,000
Closed -$533K – 2198
2025
Q4 		$533K Buy
+15,000
New +$541K ﹤0.01% 1319
2025
Q1 		– Sell
-62,500
Closed -$2.28M – 2006
2024
Q4 		$2.28M Hold
62,500
– – 0.01% 626
2024
Q3 		$1.77M Hold
62,500
– – 0.01% 632
2024
Q2 		$1.61M Hold
62,500
– – 0.02% 596
2024
Q1 		$1.56M Hold
62,500
– – 0.01% 671
2023
Q4 		$1.14M Buy
+62,500
New +$1.02M 0.01% 900

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Principal Financial Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Edmond de Rothschild Holding
Edmond de Rothschild Holding Chambesy, Switzerland $8.18B AUM 23.81% 1-Year Est. Return

Jefferies Financial Group's TOST Position: Q3 2026 in Review

Jefferies Financial Group sold out of Toast (TOST) in Q3 2026, closing a stake of 60,273 shares — an estimated $1.94M sold.

Jefferies Financial Group first reported a position in TOST in Q4 2022 and held it in 10 quarters. The position peaked at $1.68M in Q2 2026. 478 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

  • Jefferies Financial Group reported no remaining Toast position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 60,273 Toast shares in Q3 2026, an estimated $1.94M.
  • Jefferies Financial Group first reported a position in Toast in Q4 2022 and held it in 10 quarters.
  • Jefferies Financial Group's Toast position peaked at $1.68M in Q2 2026.
  • 478 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.