Sound Income Strategies’s Toast TOST Stock Holding History

Sound Income Strategies’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	–	Sell	-28	Closed	-$939	–	2709
2025 Q4	$939	Buy	+28	New	+$1.01K	﹤0.01%	2307

Other funds holding TOST

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Sound Income Strategies's TOST Position: Q1 2026 in Review

Sound Income Strategies sold out of Toast (TOST) in Q1 2026, closing a stake of 28 shares — an estimated $939 sold.

Sound Income Strategies first reported a position in TOST in Q4 2025 and held it in 1 quarter. The position peaked at $939 in Q4 2025. 761 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

Sound Income Strategies reported no remaining Toast position as of Q1 2026 after selling out during the quarter.
Sound Income Strategies sold 28 Toast shares in Q1 2026, an estimated $939.
Sound Income Strategies first reported a position in Toast in Q4 2025 and held it in 1 quarter.
Sound Income Strategies's Toast position peaked at $939 in Q4 2025.
761 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.