Mackenzie Financial
TOST icon

Mackenzie Financial’s Toast TOST Stock Holding History

Mackenzie 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 		$1.21M Buy
41,871
+3,429
+9% +$110K ﹤0.01% 1160
2026
Q2 		$1.07M Sell
38,442
-1,234,625
-97% -$32.2M ﹤0.01% 1180
2026
Q1 		$33.7M Buy
1,273,067
+212,214
+20% +$6.33M 0.04% 320
2025
Q4 		$38.4M Buy
1,060,853
+483,822
+84% +$17.4M 0.05% 292
2025
Q3 		$21.1M Buy
577,031
+401,666
+229% +$17.4M 0.03% 374
2025
Q2 		$7.77M Buy
175,365
+28,705
+20% +$1.13M 0.01% 519
2025
Q1 		$4.86M Sell
146,660
-893
-0.6% -$33.4K 0.01% 588
2024
Q4 		$5.38M Buy
147,553
+825
+0.6% +$29K 0.01% 560
2024
Q3 		$4.15M Buy
+146,728
New +$3.72M 0.01% 579

Other funds holding TOST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mackenzie Financial's TOST Position: Q3 2026 in Review

Mackenzie Financial increased its Toast (TOST) stake by 8.9% in Q3 2026, buying an estimated $110K and bringing the position to 41,871 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

Mackenzie Financial first reported a position in TOST in Q3 2024 and has held it in 9 quarters since. The position peaked at $38.4M in Q4 2025. 491 funds tracked by Wall St. Rank hold TOST as of Q3 2026.

  • Mackenzie Financial held 41,871 shares of Toast worth $1.21M as of Q3 2026.
  • Mackenzie Financial bought 3,429 Toast shares in Q3 2026, an estimated $110K.
  • Toast made up ﹤0.01% of Mackenzie Financial's portfolio in Q3 2026, its #1160 holding.
  • Mackenzie Financial first reported a position in Toast in Q3 2024 and has held it in 9 quarters since.
  • Mackenzie Financial's Toast position peaked at $38.4M in Q4 2025.
  • 491 funds tracked by Wall St. Rank held Toast as of Q3 2026.

Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.