Larson Financial Group’s Toast TOST Stock Holding History

Larson Financial Group’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	$388K	Sell	13,955 -5,410	-28%	-$141K	0.01%	627
2026 Q1	$513K	Buy	19,365 +13,600	+236%	+$406K	0.02%	469
2025 Q4	$205K	Sell	5,765 -12,973	-69%	-$468K	0.01%	689
2025 Q3	$684K	Buy	18,738 +2,149	+13%	+$93.3K	0.02%	388
2025 Q2	$735K	Buy	16,589 +300	+2%	+$11.8K	0.03%	352
2025 Q1	$540K	Buy	16,289 +2,037	+14%	+$76.3K	0.03%	388
2024 Q4	$519K	Buy	14,252 +6,488	+84%	+$228K	0.03%	348
2024 Q3	$220K	Buy	7,764 +5,542	+249%	+$140K	0.01%	551
2024 Q2	$57.3K	Hold	2,222	–	–	﹤0.01%	778
2024 Q1	$55.4K	Buy	2,222 +400	+22%	+$8.28K	﹤0.01%	667
2023 Q4	$33.3K	Hold	1,822	–	–	﹤0.01%	728
2023 Q3	$34.1K	Buy	1,822 +1,800	+8,182%	+$39.1K	﹤0.01%	704
2023 Q2	$497	Hold	22	–	–	﹤0.01%	1441
2023 Q1	$391	Hold	22	–	–	﹤0.01%	1437
2022 Q4	$397	Hold	22	–	–	﹤0.01%	1390
2022 Q3	$0	Buy	+22	New	+$381	﹤0.01%	1395

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

Larson Financial Group's TOST Position: Q2 2026 in Review

Larson Financial Group reduced its Toast (TOST) stake by 28% in Q2 2026, selling an estimated $141K and leaving 13,955 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #627.

Larson Financial Group first reported a position in TOST in Q3 2022 and has held it in 16 quarters since. The position peaked at $735K in Q2 2025. 773 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Larson Financial Group held 13,955 shares of Toast worth $388K as of Q2 2026.
Larson Financial Group sold 5,410 Toast shares in Q2 2026, an estimated $141K.
Toast made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #627 holding.
Larson Financial Group first reported a position in Toast in Q3 2022 and has held it in 16 quarters since.
Larson Financial Group's Toast position peaked at $735K in Q2 2025.
773 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.