SF
TOST icon

Summit Financial’s Toast TOST Stock Holding History

Summit 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 		$1.2M Sell
45,147
-24,167
-35% -$721K 0.02% 713
2025
Q4 		$2.46M Buy
69,314
+626
+0.9% +$22.6K 0.04% 439
2025
Q3 		$2.51M Buy
+68,688
New +$2.98M 0.04% 424

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

Summit Financial's TOST Position: Q1 2026 in Review

Summit Financial reduced its Toast (TOST) stake by 35% in Q1 2026, selling an estimated $721K and leaving 45,147 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #713.

Summit Financial first reported a position in TOST in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.51M in Q3 2025. 757 funds tracked by Wall St. Rank hold TOST as of Q1 2026.

  • Summit Financial held 45,147 shares of Toast worth $1.2M as of Q1 2026.
  • Summit Financial sold 24,167 Toast shares in Q1 2026, an estimated $721K.
  • Toast made up 0.02% of Summit Financial's portfolio in Q1 2026, its #713 holding.
  • Summit Financial first reported a position in Toast in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Toast position peaked at $2.51M in Q3 2025.
  • 757 funds tracked by Wall St. Rank held Toast as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.