PS
TOST icon

Principal Securities’s Toast TOST Stock Holding History

Principal Securities’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 		$384K Buy
13,791
+4,566
+49% +$119K ﹤0.01% 1210
2026
Q1 		$245K Buy
9,225
+918
+11% +$27.4K ﹤0.01% 1299
2025
Q4 		$295K Buy
8,307
+1,130
+16% +$40.7K ﹤0.01% 1153
2025
Q3 		$262K Buy
7,177
+2,027
+39% +$88K ﹤0.01% 1168
2025
Q2 		$228K Buy
5,150
+3,381
+191% +$133K ﹤0.01% 1181
2025
Q1 		$64.5K Hold
1,769
– – ﹤0.01% 1641
2024
Q4 		$64.5K Buy
1,769
+577
+48% +$20.3K ﹤0.01% 1639
2024
Q3 		$33.7K Buy
1,192
+20
+2% +$507 ﹤0.01% 1861
2024
Q2 		$30.2K Buy
1,172
+888
+313% +$21.5K ﹤0.01% 1856
2024
Q1 		$7.08K Sell
284
-1,332
-82% -$27.6K ﹤0.01% 2486
2023
Q4 		$29.5K Buy
+1,616
New +$26.5K ﹤0.01% 1726

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

Principal Securities's TOST Position: Q2 2026 in Review

Principal Securities increased its Toast (TOST) stake by 49% in Q2 2026, buying an estimated $119K and bringing the position to 13,791 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

Principal Securities first reported a position in TOST in Q4 2023 and has held it in 11 quarters since. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Principal Securities held 13,791 shares of Toast worth $384K as of Q2 2026.
  • Principal Securities bought 4,566 Toast shares in Q2 2026, an estimated $119K.
  • Toast made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1210 holding.
  • Principal Securities first reported a position in Toast in Q4 2023 and has held it in 11 quarters since.
  • 771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.