S.A. Mason’s Toast TOST Stock Holding History

S.A. Mason’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	$775K	Buy	29,240 +7,100	+32%	+$212K	0.29%	86
2025 Q4	$786K	Buy	22,140 +7,425	+50%	+$268K	0.31%	81
2025 Q3	$537K	Hold	14,715	–	–	0.24%	96
2025 Q2	$652K	Buy	14,715 +810	+6%	+$31.8K	0.32%	76
2025 Q1	$461K	Buy	13,905 +460	+3%	+$17.2K	0.24%	97
2024 Q4	$490K	Buy	13,445 +1,025	+8%	+$36K	0.26%	92
2024 Q3	$352K	Buy	+12,420	New	+$315K	0.19%	118

Other funds holding TOST

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

S.A. Mason's TOST Position: Q1 2026 in Review

S.A. Mason increased its Toast (TOST) stake by 32% in Q1 2026, buying an estimated $212K and bringing the position to 29,240 shares worth $775K. The position accounts for 0.29% of the portfolio, ranked #86.

S.A. Mason first reported a position in TOST in Q3 2024 and has held it in 7 quarters since. The position peaked at $786K in Q4 2025. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

S.A. Mason held 29,240 shares of Toast worth $775K as of Q1 2026.
S.A. Mason bought 7,100 Toast shares in Q1 2026, an estimated $212K.
Toast made up 0.29% of S.A. Mason's portfolio in Q1 2026, its #86 holding.
S.A. Mason first reported a position in Toast in Q3 2024 and has held it in 7 quarters since.
S.A. Mason's Toast position peaked at $786K in Q4 2025.
756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.