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TFC Financial Management’s Toast TOST Stock Holding History

TFC Financial Management’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 		– Sell
-1,814
Closed -$48.1K – 1082
2026
Q1 		$48.1K Buy
1,814
+1,498
+474% +$44.7K 0.01% 274
2025
Q4 		$11.2K Sell
316
-1,300
-80% -$46.9K ﹤0.01% 390
2025
Q3 		$59K Buy
1,616
+1,187
+277% +$51.5K 0.01% 254
2025
Q2 		$19K Buy
429
+279
+186% +$11K ﹤0.01% 340
2025
Q1 		$4.98K Buy
+150
New +$5.62K ﹤0.01% 406
2023
Q3 		– Sell
-15
Closed -$339 – 701
2023
Q2 		$339 Buy
+15
New +$299 ﹤0.01% 631

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

TFC Financial Management's TOST Position: Q2 2026 in Review

TFC Financial Management sold out of Toast (TOST) in Q2 2026, closing a stake of 1,814 shares — an estimated $48.1K sold.

TFC Financial Management first reported a position in TOST in Q2 2023 and held it in 6 quarters. The position peaked at $59K in Q3 2025. 773 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • TFC Financial Management reported no remaining Toast position as of Q2 2026 after selling out during the quarter.
  • TFC Financial Management sold 1,814 Toast shares in Q2 2026, an estimated $48.1K.
  • TFC Financial Management first reported a position in Toast in Q2 2023 and held it in 6 quarters.
  • TFC Financial Management's Toast position peaked at $59K in Q3 2025.
  • 773 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.