Triumph Capital Management’s Toast TOST Stock Holding History

Triumph Capital 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	$65K	Sell	2,335 -17,439	-88%	-$455K	0.01%	607
2026 Q1	$524K	Buy	19,774 +4,478	+29%	+$134K	0.11%	182
2025 Q4	$543K	Buy	15,296 +777	+5%	+$28K	0.12%	160
2025 Q3	$530K	Buy	14,519 +1,984	+16%	+$86.1K	0.14%	156
2025 Q2	$555K	Sell	12,535 -2,551	-17%	-$100K	0.17%	151
2025 Q1	$500K	Buy	15,086 +1,658	+12%	+$62.1K	0.17%	155
2024 Q4	$489K	Buy	13,428 +212	+2%	+$7.45K	0.17%	154
2024 Q3	$374K	Buy	13,216 +2,148	+19%	+$54.4K	0.13%	175
2024 Q2	$285K	Buy	11,068 +903	+9%	+$21.8K	0.11%	177
2024 Q1	$247K	Sell	10,165 -6,490	-39%	-$134K	0.1%	184
2023 Q4	$304K	Buy	16,655 +2,980	+22%	+$48.9K	0.13%	146
2023 Q3	$256K	Buy	13,675 +4,111	+43%	+$89.2K	0.12%	175
2023 Q2	$216K	Buy	+9,564	New	+$191K	0.1%	198
2022 Q4	–	Sell	-14,373	Closed	-$240K	–	245
2022 Q3	$240K	Buy	+14,373	New	+$249K	0.13%	159

Other funds holding TOST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

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

Triumph Capital Management's TOST Position: Q2 2026 in Review

Triumph Capital Management reduced its Toast (TOST) stake by 88% in Q2 2026, selling an estimated $455K and leaving 2,335 shares worth $65K. The position accounts for 0.01% of the portfolio, ranked #607.

Triumph Capital Management first reported a position in TOST in Q3 2022 and has held it in 14 quarters since. The position peaked at $555K in Q2 2025. 773 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

Triumph Capital Management held 2,335 shares of Toast worth $65K as of Q2 2026.
Triumph Capital Management sold 17,439 Toast shares in Q2 2026, an estimated $455K.
Toast made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #607 holding.
Triumph Capital Management first reported a position in Toast in Q3 2022 and has held it in 14 quarters since.
Triumph Capital Management's Toast position peaked at $555K in Q2 2025.
773 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.