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Pinnacle Wealth Planning Services’s Toast TOST Stock Holding History

Pinnacle Wealth Planning Services’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 		$2.59K Sell
93
-47
-34% -$1.23K ﹤0.01% 2422
2026
Q1 		$3.71K Sell
140
-15
-10% -$448 ﹤0.01% 2321
2025
Q4 		$5.5K Buy
+155
New +$5.59K ﹤0.01% 2250
2025
Q2 		– Sell
-7,790
Closed -$258K – 480
2025
Q1 		$258K Buy
7,790
+118
+2% +$4.42K 0.04% 297
2024
Q4 		$280K Buy
+7,672
New +$270K 0.04% 269

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

Pinnacle Wealth Planning Services's TOST Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Toast (TOST) stake by 34% in Q2 2026, selling an estimated $1.23K and leaving 93 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #2422.

Pinnacle Wealth Planning Services first reported a position in TOST in Q4 2024 and has held it in 5 quarters since. The position peaked at $280K in Q4 2024. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Pinnacle Wealth Planning Services held 93 shares of Toast worth $2.59K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 47 Toast shares in Q2 2026, an estimated $1.23K.
  • Toast made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2422 holding.
  • Pinnacle Wealth Planning Services first reported a position in Toast in Q4 2024 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Toast position peaked at $280K in Q4 2024.
  • 771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.