JFS Wealth Advisors’s Toast TOST Stock Holding History

JFS Wealth Advisors’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	$1.39K	Sell	50 -60	-55%	-$1.56K	﹤0.01%	1719
2026 Q1	$2.92K	Sell	110 -62	-36%	-$1.85K	﹤0.01%	1397
2025 Q4	$6.11K	Buy	172 +36	+26%	+$1.3K	﹤0.01%	1158
2025 Q3	$4.97K	Hold	136	–	–	﹤0.01%	1119
2025 Q2	$6.02K	Buy	136 +6	+5%	+$236	﹤0.01%	1023
2025 Q1	$4.31K	Buy	130 +26	+25%	+$974	﹤0.01%	1173
2024 Q4	$3.79K	Buy	104 +33	+46%	+$1.16K	﹤0.01%	1228
2024 Q3	$2.01K	Buy	71 +16	+29%	+$405	﹤0.01%	1489
2024 Q2	$1.42K	Buy	55 +47	+588%	+$1.14K	﹤0.01%	1563
2024 Q1	$200	Sell	8 -29	-78%	-$600	﹤0.01%	1895
2023 Q4	$676	Sell	37 -15	-29%	-$246	﹤0.01%	1741
2023 Q3	$974	Buy	52 +29	+126%	+$630	﹤0.01%	1600
2023 Q2	$520	Buy	23 +11	+92%	+$220	﹤0.01%	1748
2023 Q1	$213	Buy	+12	New	+$237	﹤0.01%	1819

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

JFS Wealth Advisors's TOST Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Toast (TOST) stake by 55% in Q2 2026, selling an estimated $1.56K and leaving 50 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1719.

JFS Wealth Advisors first reported a position in TOST in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.11K in Q4 2025. 764 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

JFS Wealth Advisors held 50 shares of Toast worth $1.39K as of Q2 2026.
JFS Wealth Advisors sold 60 Toast shares in Q2 2026, an estimated $1.56K.
Toast made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1719 holding.
JFS Wealth Advisors first reported a position in Toast in Q1 2023 and has held it in 14 quarters since.
JFS Wealth Advisors's Toast position peaked at $6.11K in Q4 2025.
764 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.