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Prosperity Financial Group’s Toast TOST Stock Holding History

Prosperity Financial 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 		$618K Buy
22,218
+609
+3% +$15.9K 0.19% 112
2026
Q1 		$573K Buy
21,609
+778
+4% +$23.2K 0.21% 108
2025
Q4 		$740K Buy
20,831
+1,538
+8% +$55.4K 0.27% 95
2025
Q3 		$704K Buy
19,293
+892
+5% +$38.7K 0.26% 93
2025
Q2 		$815K Buy
18,401
+184
+1% +$7.23K 0.35% 72
2025
Q1 		$604K Buy
+18,217
New +$682K 0.3% 86

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Prosperity Financial Group's TOST Position: Q2 2026 in Review

Prosperity Financial Group increased its Toast (TOST) stake by 2.8% in Q2 2026, buying an estimated $15.9K and bringing the position to 22,218 shares worth $618K. The position accounts for 0.19% of the portfolio, ranked #112.

Prosperity Financial Group first reported a position in TOST in Q1 2025 and has held it in 6 quarters since. The position peaked at $815K in Q2 2025. 765 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Prosperity Financial Group held 22,218 shares of Toast worth $618K as of Q2 2026.
  • Prosperity Financial Group bought 609 Toast shares in Q2 2026, an estimated $15.9K.
  • Toast made up 0.19% of Prosperity Financial Group's portfolio in Q2 2026, its #112 holding.
  • Prosperity Financial Group first reported a position in Toast in Q1 2025 and has held it in 6 quarters since.
  • Prosperity Financial Group's Toast position peaked at $815K in Q2 2025.
  • 765 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.