LPL Financial
TOST icon

LPL Financial’s Toast TOST Stock Holding History

LPL 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
Q2 		$10.2M Buy
368,401
+92,833
+34% +$2.42M ﹤0.01% 2127
2026
Q1 		$7.31M Buy
275,568
+56,632
+26% +$1.69M ﹤0.01% 2280
2025
Q4 		$7.77M Sell
218,936
-31,195
-12% -$1.12M ﹤0.01% 2150
2025
Q3 		$9.13M Buy
250,131
+66,888
+37% +$2.9M ﹤0.01% 1958
2025
Q2 		$8.12M Buy
183,243
+48,199
+36% +$1.89M ﹤0.01% 1907
2025
Q1 		$4.48M Buy
135,044
+17,026
+14% +$637K ﹤0.01% 2242
2024
Q4 		$4.3M Sell
118,018
-6,828
-5% -$240K ﹤0.01% 2202
2024
Q3 		$3.53M Sell
124,846
-27,262
-18% -$691K ﹤0.01% 2245
2024
Q2 		$3.92M Buy
152,108
+15,245
+11% +$369K ﹤0.01% 2053
2024
Q1 		$3.41M Buy
136,863
+15,220
+13% +$315K ﹤0.01% 2084
2023
Q4 		$2.22M Buy
121,643
+14,563
+14% +$239K ﹤0.01% 2328
2023
Q3 		$2.01M Buy
107,080
+37,529
+54% +$815K ﹤0.01% 2275
2023
Q2 		$1.57M Buy
69,551
+11,706
+20% +$234K ﹤0.01% 2460
2023
Q1 		$1.03M Buy
57,845
+15,507
+37% +$306K ﹤0.01% 2735
2022
Q4 		$763K Buy
42,338
+12,440
+42% +$234K ﹤0.01% 2865
2022
Q3 		$500K Buy
29,898
+10,367
+53% +$180K ﹤0.01% 3155
2022
Q2 		$253K Buy
+19,531
New +$324K ﹤0.01% 3766
2022
Q1 		– Sell
-14,770
Closed -$513K – 4388
2021
Q4 		$513K Buy
14,770
+2,979
+25% +$138K ﹤0.01% 3255
2021
Q3 		$589K Buy
+11,791
New +$645K ﹤0.01% 3069

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 $3.37T AUM 44.26% 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

LPL Financial's TOST Position: Q2 2026 in Review

LPL Financial increased its Toast (TOST) stake by 34% in Q2 2026, buying an estimated $2.42M and bringing the position to 368,401 shares worth $10.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2127.

LPL Financial first reported a position in TOST in Q3 2021 and has held it in 19 quarters since. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • LPL Financial held 368,401 shares of Toast worth $10.2M as of Q2 2026.
  • LPL Financial bought 92,833 Toast shares in Q2 2026, an estimated $2.42M.
  • Toast made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2127 holding.
  • LPL Financial first reported a position in Toast in Q3 2021 and has held it in 19 quarters since.
  • 771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.