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Transamerica Financial Advisors’s Toast TOST Stock Holding History

Transamerica Financial Advisors’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 		$10.5K Sell
378
-454
-55% -$11.8K ﹤0.01% 984
2026
Q1 		$22.1K Buy
832
+431
+107% +$12.9K ﹤0.01% 789
2025
Q4 		$14.2K Buy
401
+140
+54% +$5.05K ﹤0.01% 783
2025
Q3 		$9.53K Buy
+261
New +$11.3K ﹤0.01% 733

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

Transamerica Financial Advisors's TOST Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Toast (TOST) stake by 55% in Q2 2026, selling an estimated $11.8K and leaving 378 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Transamerica Financial Advisors first reported a position in TOST in Q3 2025 and has held it in 4 quarters since. The position peaked at $22.1K in Q1 2026. 764 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Transamerica Financial Advisors held 378 shares of Toast worth $10.5K as of Q2 2026.
  • Transamerica Financial Advisors sold 454 Toast shares in Q2 2026, an estimated $11.8K.
  • Toast made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #984 holding.
  • Transamerica Financial Advisors first reported a position in Toast in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Toast position peaked at $22.1K in Q1 2026.
  • 764 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.