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Steward Partners Investment Advisory’s Toast TOST Stock Holding History

Steward Partners Investment Advisory’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 		$359K Sell
13,552
-966
-7% -$28.8K ﹤0.01% 1700
2025
Q4 		$516K Sell
14,518
-639
-4% -$23K ﹤0.01% 1401
2025
Q3 		$553K Sell
15,157
-5,620
-27% -$244K ﹤0.01% 1318
2025
Q2 		$920K Buy
20,777
+7,064
+52% +$278K 0.01% 1023
2025
Q1 		$455K Sell
13,713
-9,763
-42% -$366K ﹤0.01% 1263
2024
Q4 		$856K Buy
23,476
+211
+0.9% +$7.41K 0.01% 934
2024
Q3 		$659K Sell
23,265
-234
-1% -$5.93K 0.01% 1003
2024
Q2 		$606K Sell
23,499
-14,123
-38% -$341K 0.01% 982
2024
Q1 		$938K Buy
37,622
+34,014
+943% +$704K 0.01% 818
2023
Q4 		$65.9K Buy
3,608
+400
+12% +$6.56K ﹤0.01% 1859
2023
Q3 		$60.1K Buy
3,208
+2,008
+167% +$43.6K ﹤0.01% 1823
2023
Q2 		$27.1K Hold
1,200
– – ﹤0.01% 2140
2023
Q1 		$21.3K Buy
1,200
+200
+20% +$3.94K ﹤0.01% 2226
2022
Q4 		$18K Hold
1,000
– – ﹤0.01% 2289
2022
Q3 		$17K Hold
1,000
– – ﹤0.01% 2306
2022
Q2 		$13K Hold
1,000
– – ﹤0.01% 2424
2022
Q1 		$22K Hold
1,000
– – ﹤0.01% 2320
2021
Q4 		$35K Hold
1,000
– – ﹤0.01% 2073
2021
Q3 		$50K Buy
+1,000
New +$54.7K ﹤0.01% 1895

Other funds holding TOST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Steward Partners Investment Advisory's TOST Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Toast (TOST) stake by 6.7% in Q1 2026, selling an estimated $28.8K and leaving 13,552 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

Steward Partners Investment Advisory first reported a position in TOST in Q3 2021 and has held it in 19 quarters since. The position peaked at $938K in Q1 2024. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Steward Partners Investment Advisory held 13,552 shares of Toast worth $359K as of Q1 2026.
  • Steward Partners Investment Advisory sold 966 Toast shares in Q1 2026, an estimated $28.8K.
  • Toast made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1700 holding.
  • Steward Partners Investment Advisory first reported a position in Toast in Q3 2021 and has held it in 19 quarters since.
  • Steward Partners Investment Advisory's Toast position peaked at $938K in Q1 2024.
  • 756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.