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Peak Retirement Planning’s Toast TOST Stock Holding History

Peak Retirement Planning’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 		$4.83M Buy
173,678
+60,205
+53% +$1.57M 0.77% 35
2026
Q1 		$3.01M Buy
+113,473
New +$3.39M 0.6% 46

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

Peak Retirement Planning's TOST Position: Q2 2026 in Review

Peak Retirement Planning increased its Toast (TOST) stake by 53% in Q2 2026, buying an estimated $1.57M and bringing the position to 173,678 shares worth $4.83M. The position accounts for 0.77% of the portfolio, ranked #35.

Peak Retirement Planning first reported a position in TOST in Q1 2026 and has held it in 2 quarters since. 764 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Peak Retirement Planning held 173,678 shares of Toast worth $4.83M as of Q2 2026.
  • Peak Retirement Planning bought 60,205 Toast shares in Q2 2026, an estimated $1.57M.
  • Toast made up 0.77% of Peak Retirement Planning's portfolio in Q2 2026, its #35 holding.
  • Peak Retirement Planning first reported a position in Toast in Q1 2026 and has held it in 2 quarters since.
  • 764 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.