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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kestra Private Wealth Services's TOST Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Toast (TOST) stake by 1.8% in Q1 2026, buying an estimated $23.5K and bringing the position to 43,963 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #760.

Kestra Private Wealth Services first reported a position in TOST in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.26M in Q2 2025. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Kestra Private Wealth Services held 43,963 shares of Toast worth $1.17M as of Q1 2026.
  • Kestra Private Wealth Services bought 786 Toast shares in Q1 2026, an estimated $23.5K.
  • Toast made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #760 holding.
  • Kestra Private Wealth Services first reported a position in Toast in Q4 2024 and has held it in 6 quarters since.
  • Kestra Private Wealth Services's Toast position peaked at $2.26M in Q2 2025.
  • 756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.