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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
Q2 		$1.26M Buy
45,336
+189
+0.4% +$4.93K 0.01% 768
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

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

Summit Financial's TOST Position: Q2 2026 in Review

Summit Financial increased its Toast (TOST) stake by 0.42% in Q2 2026, buying an estimated $4.93K and bringing the position to 45,336 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #768.

Summit Financial first reported a position in TOST in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.51M in Q3 2025. 773 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Summit Financial held 45,336 shares of Toast worth $1.26M as of Q2 2026.
  • Summit Financial bought 189 Toast shares in Q2 2026, an estimated $4.93K.
  • Toast made up 0.01% of Summit Financial's portfolio in Q2 2026, its #768 holding.
  • Summit Financial first reported a position in Toast in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Toast position peaked at $2.51M in Q3 2025.
  • 773 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.