Stifel Financial
TOST icon

Stifel Financial’s Toast TOST Stock Holding History

Stifel Financial’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 		$6.47M Sell
243,994
-18,693
-7% -$558K 0.01% 1195
2025
Q4 		$9.33M Sell
262,687
-122,428
-32% -$4.41M 0.01% 993
2025
Q3 		$14.1M Sell
385,115
-66,480
-15% -$2.89M 0.01% 786
2025
Q2 		$20M Buy
451,595
+216,674
+92% +$8.52M 0.02% 592
2025
Q1 		$7.79M Sell
234,921
-24,853
-10% -$931K 0.01% 969
2024
Q4 		$9.47M Sell
259,774
-3,937
-1% -$138K 0.01% 874
2024
Q3 		$7.47M Sell
263,711
-5,982
-2% -$152K 0.01% 989
2024
Q2 		$6.95M Buy
269,693
+47,768
+22% +$1.15M 0.01% 961
2024
Q1 		$5.53M Buy
221,925
+60,120
+37% +$1.24M 0.01% 1084
2023
Q4 		$2.95M Sell
161,805
-26,010
-14% -$427K ﹤0.01% 1413
2023
Q3 		$3.52M Sell
187,815
-13,094
-7% -$284K ﹤0.01% 1234
2023
Q2 		$4.53M Buy
200,909
+10,109
+5% +$202K 0.01% 1095
2023
Q1 		$3.39M Sell
190,800
-13,159
-6% -$260K ﹤0.01% 1253
2022
Q4 		$3.68M Sell
203,959
-181
-0.1% -$3.4K 0.01% 1150
2022
Q3 		$3.41M Sell
204,140
-15,748
-7% -$273K 0.01% 1138
2022
Q2 		$2.85M Buy
219,888
+159,566
+265% +$2.64M ﹤0.01% 1268
2022
Q1 		$1.31M Buy
60,322
+18,110
+43% +$409K ﹤0.01% 1924
2021
Q4 		$1.47M Buy
+42,212
New +$1.95M ﹤0.01% 1847

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

Stifel Financial's TOST Position: Q1 2026 in Review

Stifel Financial reduced its Toast (TOST) stake by 7.1% in Q1 2026, selling an estimated $558K and leaving 243,994 shares worth $6.47M. The position accounts for 0.01% of the portfolio, ranked #1195.

Stifel Financial first reported a position in TOST in Q4 2021 and has held it in 18 quarters since. The position peaked at $20M in Q2 2025. 756 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Stifel Financial held 243,994 shares of Toast worth $6.47M as of Q1 2026.
  • Stifel Financial sold 18,693 Toast shares in Q1 2026, an estimated $558K.
  • Toast made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #1195 holding.
  • Stifel Financial first reported a position in Toast in Q4 2021 and has held it in 18 quarters since.
  • Stifel Financial's Toast position peaked at $20M in Q2 2025.
  • 756 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.