LFG
TOST icon

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
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

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

Larson Financial Group's TOST Position: Q1 2026 in Review

Larson Financial Group increased its Toast (TOST) stake by 236% in Q1 2026, buying an estimated $406K and bringing the position to 19,365 shares worth $513K. The position accounts for 0.02% of the portfolio, ranked #469.

Larson Financial Group first reported a position in TOST in Q3 2022 and has held it in 15 quarters since. The position peaked at $735K in Q2 2025. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Larson Financial Group held 19,365 shares of Toast worth $513K as of Q1 2026.
  • Larson Financial Group bought 13,600 Toast shares in Q1 2026, an estimated $406K.
  • Toast made up 0.02% of Larson Financial Group's portfolio in Q1 2026, its #469 holding.
  • Larson Financial Group first reported a position in Toast in Q3 2022 and has held it in 15 quarters since.
  • Larson Financial Group's Toast position peaked at $735K in Q2 2025.
  • 756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

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