MFG
TOST icon

Merit Financial Group’s Toast TOST Stock Holding History

Merit 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 		– Sell
-6,434
Closed -$228K – 2197
2025
Q4 		$228K Buy
6,434
+404
+7% +$14.6K ﹤0.01% 1741
2025
Q3 		$220K Sell
6,030
-1,951
-24% -$84.7K ﹤0.01% 1616
2025
Q2 		$353K Buy
7,981
+89
+1% +$3.5K ﹤0.01% 1252
2025
Q1 		$262K Buy
7,892
+1,483
+23% +$55.5K ﹤0.01% 1176
2024
Q4 		$234K Buy
+6,409
New +$225K ﹤0.01% 1035

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

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

Merit Financial Group sold out of Toast (TOST) in Q1 2026, closing a stake of 6,434 shares — an estimated $228K sold.

Merit Financial Group first reported a position in TOST in Q4 2024 and held it in 5 quarters. The position peaked at $353K in Q2 2025. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Merit Financial Group reported no remaining Toast position as of Q1 2026 after selling out during the quarter.
  • Merit Financial Group sold 6,434 Toast shares in Q1 2026, an estimated $228K.
  • Merit Financial Group first reported a position in Toast in Q4 2024 and held it in 5 quarters.
  • Merit Financial Group's Toast position peaked at $353K in Q2 2025.
  • 756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

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