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
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

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

Principal Securities's TOST Position: Q1 2026 in Review

Principal Securities increased its Toast (TOST) stake by 11% in Q1 2026, buying an estimated $27.4K and bringing the position to 9,225 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

Principal Securities first reported a position in TOST in Q4 2023 and has held it in 10 quarters since. The position peaked at $295K in Q4 2025. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Principal Securities held 9,225 shares of Toast worth $245K as of Q1 2026.
  • Principal Securities bought 918 Toast shares in Q1 2026, an estimated $27.4K.
  • Toast made up ﹤0.01% of Principal Securities's portfolio in Q1 2026, its #1299 holding.
  • Principal Securities first reported a position in Toast in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Toast position peaked at $295K in Q4 2025.
  • 756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.