West Branch Capital’s Toast TOST Stock Holding History

West Branch Capital’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	-116	Closed	-$3.08K	–	384
2026 Q1	$3.08K	Hold	116	–	–	﹤0.01%	293
2025 Q4	$4.12K	Hold	116	–	–	﹤0.01%	321
2025 Q3	$4.24K	Hold	116	–	–	﹤0.01%	339
2025 Q2	$5.14K	Sell	116 -1,000	-90%	-$39.3K	﹤0.01%	330
2025 Q1	$37K	Buy	1,116 +1,000	+862%	+$37.4K	0.01%	175
2024 Q4	$4.23K	Buy	+116	New	+$4.08K	﹤0.01%	345
2024 Q3	–	Sell	-1,000	Closed	-$25.8K	–	639
2024 Q2	$25.8K	Buy	+1,000	New	+$24.2K	0.01%	206

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

West Branch Capital's TOST Position: Q2 2026 in Review

West Branch Capital sold out of Toast (TOST) in Q2 2026, closing a stake of 116 shares — an estimated $3.08K sold.

West Branch Capital first reported a position in TOST in Q2 2024 and held it in 7 quarters. The position peaked at $37K in Q1 2025. 771 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

West Branch Capital reported no remaining Toast position as of Q2 2026 after selling out during the quarter.
West Branch Capital sold 116 Toast shares in Q2 2026, an estimated $3.08K.
West Branch Capital first reported a position in Toast in Q2 2024 and held it in 7 quarters.
West Branch Capital's Toast position peaked at $37K in Q1 2025.
771 funds tracked by Wall St. Rank held Toast as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.