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Sequoia Financial Advisors’s Toast TOST Stock Holding History

Sequoia Financial Advisors’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 		$392K Sell
14,074
-2,215
-14% -$57.8K ﹤0.01% 1499
2026
Q1 		$432K Buy
16,289
+2,089
+15% +$62.3K ﹤0.01% 1353
2025
Q4 		$504K Buy
14,200
+8,149
+135% +$294K ﹤0.01% 1278
2025
Q3 		$221K Buy
6,051
+410
+7% +$17.8K ﹤0.01% 1580
2025
Q2 		$250K Buy
+5,641
New +$222K ﹤0.01% 1363

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

Sequoia Financial Advisors's TOST Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Toast (TOST) stake by 14% in Q2 2026, selling an estimated $57.8K and leaving 14,074 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

Sequoia Financial Advisors first reported a position in TOST in Q2 2025 and has held it in 5 quarters since. The position peaked at $504K in Q4 2025. 765 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Sequoia Financial Advisors held 14,074 shares of Toast worth $392K as of Q2 2026.
  • Sequoia Financial Advisors sold 2,215 Toast shares in Q2 2026, an estimated $57.8K.
  • Toast made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1499 holding.
  • Sequoia Financial Advisors first reported a position in Toast in Q2 2025 and has held it in 5 quarters since.
  • Sequoia Financial Advisors's Toast position peaked at $504K in Q4 2025.
  • 765 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.