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Kestra Private Wealth Services’s Toast TOST Stock Holding History

Kestra Private Wealth Services’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 		$1.29M Buy
46,392
+2,429
+6% +$63.3K 0.01% 772
2026
Q1 		$1.17M Buy
43,963
+786
+2% +$23.5K 0.01% 760
2025
Q4 		$1.53M Sell
43,177
-8,353
-16% -$301K 0.02% 635
2025
Q3 		$1.88M Buy
51,530
+549
+1% +$23.8K 0.02% 542
2025
Q2 		$2.26M Buy
50,981
+10,200
+25% +$401K 0.03% 462
2025
Q1 		$1.35M Buy
40,781
+5,477
+16% +$205K 0.02% 571
2024
Q4 		$1.29M Buy
+35,304
New +$1.24M 0.02% 561

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's TOST Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Toast (TOST) stake by 5.5% in Q2 2026, buying an estimated $63.3K and bringing the position to 46,392 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #772.

Kestra Private Wealth Services first reported a position in TOST in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.26M in Q2 2025. 774 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Kestra Private Wealth Services held 46,392 shares of Toast worth $1.29M as of Q2 2026.
  • Kestra Private Wealth Services bought 2,429 Toast shares in Q2 2026, an estimated $63.3K.
  • Toast made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #772 holding.
  • Kestra Private Wealth Services first reported a position in Toast in Q4 2024 and has held it in 7 quarters since.
  • Kestra Private Wealth Services's Toast position peaked at $2.26M in Q2 2025.
  • 774 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.