PAG
TOST icon

Private Advisor Group’s Toast TOST Stock Holding History

Private Advisor Group’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 		– Sell
-1,500
Closed -$15.3K – 2897
2026
Q1 		$15.3K Buy
+1,500
New +$44.8K ﹤0.01% 2632

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

Private Advisor Group's TOST Position: Q2 2026 in Review

Private Advisor Group reduced its Toast (TOST) stake by 79% in Q2 2026, selling an estimated $2.18M and leaving 22,837 shares worth $635K. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

Private Advisor Group first reported a position in TOST in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.08M in Q4 2025. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Private Advisor Group held 22,837 shares of Toast worth $635K as of Q2 2026.
  • Private Advisor Group sold 83,476 Toast shares in Q2 2026, an estimated $2.18M.
  • Toast made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1625 holding.
  • Private Advisor Group first reported a position in Toast in Q2 2024 and has held it in 9 quarters since.
  • Private Advisor Group's Toast position peaked at $3.08M in Q4 2025.
  • 771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.