Klein Pavlis & Peasley Financial
TOST icon

Klein Pavlis & Peasley Financial’s Toast TOST Stock Holding History

Klein Pavlis & Peasley Financial’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 		$2.35M Buy
81,119
+915
+1% +$29.5K 1.19% 26
2026
Q2 		$2.23M Buy
80,204
+12,398
+18% +$323K 1.16% 31
2026
Q1 		$1.8M Buy
67,806
+18,816
+38% +$561K 0.99% 33
2025
Q4 		$1.74M Buy
48,990
+28,240
+136% +$1.02M 1.03% 31
2025
Q3 		$758K Buy
+20,750
New +$901K 0.47% 59

Other funds holding TOST

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Klein Pavlis & Peasley Financial's TOST Position: Q3 2026 in Review

Klein Pavlis & Peasley Financial increased its Toast (TOST) stake by 1.1% in Q3 2026, buying an estimated $29.5K and bringing the position to 81,119 shares worth $2.35M. The position accounts for 1.19% of the portfolio, ranked #26.

Klein Pavlis & Peasley Financial first reported a position in TOST in Q3 2025 and has held it in 5 quarters since. 664 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

  • Klein Pavlis & Peasley Financial held 81,119 shares of Toast worth $2.35M as of Q3 2026.
  • Klein Pavlis & Peasley Financial bought 915 Toast shares in Q3 2026, an estimated $29.5K.
  • Toast made up 1.19% of Klein Pavlis & Peasley Financial's portfolio in Q3 2026, its #26 holding.
  • Klein Pavlis & Peasley Financial first reported a position in Toast in Q3 2025 and has held it in 5 quarters since.
  • 664 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q3 2026, filed 13 Oct 2026.