Jones Financial Companies
TOST icon

Jones Financial Companies’s Toast TOST Stock Holding History

Jones Financial Companies’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
Q1 		$3.83M Buy
149,326
+123,537
+479% +$3.69M ﹤0.01% 1181
2025
Q4 		$916K Buy
25,789
+1,697
+7% +$61.2K ﹤0.01% 1268
2025
Q3 		$896K Buy
24,092
+13,439
+126% +$583K ﹤0.01% 1174
2025
Q2 		$468K Buy
10,653
+3,690
+53% +$145K ﹤0.01% 1297
2025
Q1 		$234K Buy
6,963
+3,354
+93% +$126K ﹤0.01% 1435
2024
Q4 		$132K Buy
3,609
+2,103
+140% +$73.9K ﹤0.01% 1524
2024
Q3 		$42.2K Buy
1,506
+157
+12% +$3.98K ﹤0.01% 1704
2024
Q2 		$34.8K Buy
+1,349
New +$32.6K ﹤0.01% 1375

Other funds holding TOST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jones Financial Companies's TOST Position: Q1 2026 in Review

Jones Financial Companies increased its Toast (TOST) stake by 479% in Q1 2026, buying an estimated $3.69M and bringing the position to 149,326 shares worth $3.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

Jones Financial Companies first reported a position in TOST in Q2 2024 and has held it in 8 quarters since. 758 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Jones Financial Companies held 149,326 shares of Toast worth $3.83M as of Q1 2026.
  • Jones Financial Companies bought 123,537 Toast shares in Q1 2026, an estimated $3.69M.
  • Toast made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1181 holding.
  • Jones Financial Companies first reported a position in Toast in Q2 2024 and has held it in 8 quarters since.
  • 758 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.