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Concourse Financial Group Securities’s Toast TOST Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-1,018
Closed -$39.5K – 1878
2024
Q4 		$39.5K Sell
1,018
-53
-5% -$1.86K ﹤0.01% 1304
2024
Q3 		$30.3K Sell
1,071
-50
-4% -$1.27K ﹤0.01% 1384
2024
Q2 		$28.9K Buy
1,121
+725
+183% +$17.5K ﹤0.01% 1406
2024
Q1 		$9.87K Hold
396
– – ﹤0.01% 1709
2023
Q4 		$7.23K Sell
396
-118
-23% -$1.94K ﹤0.01% 1764
2023
Q3 		$9.63K Buy
+514
New +$11.2K ﹤0.01% 1653

Other funds holding TOST

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Concourse Financial Group Securities's TOST Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Toast (TOST) in Q1 2025, closing a stake of 1,018 shares — an estimated $39.5K sold.

Concourse Financial Group Securities first reported a position in TOST in Q3 2023 and held it in 6 quarters. The position peaked at $39.5K in Q4 2024. 660 funds tracked by Wall St. Rank hold TOST as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Toast position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,018 Toast shares in Q1 2025, an estimated $39.5K.
  • Concourse Financial Group Securities first reported a position in Toast in Q3 2023 and held it in 6 quarters.
  • Concourse Financial Group Securities's Toast position peaked at $39.5K in Q4 2024.
  • 660 funds tracked by Wall St. Rank held Toast as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.