PWPS
TOST icon

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
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

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

Pinnacle Wealth Planning Services's TOST Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Toast (TOST) stake by 9.7% in Q1 2026, selling an estimated $448 and leaving 140 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #2321.

Pinnacle Wealth Planning Services first reported a position in TOST in Q4 2024 and has held it in 4 quarters since. The position peaked at $280K in Q4 2024. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Pinnacle Wealth Planning Services held 140 shares of Toast worth $3.71K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 15 Toast shares in Q1 2026, an estimated $448.
  • Toast made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2321 holding.
  • Pinnacle Wealth Planning Services first reported a position in Toast in Q4 2024 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Toast position peaked at $280K in Q4 2024.
  • 756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.