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Financial Advocates Investment Management’s Toast TOST Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-12,999
Closed -$576K – 548
2025
Q2 		$576K Buy
12,999
+170
+1% +$6.68K 0.05% 332
2025
Q1 		$426K Sell
12,829
-265
-2% -$9.92K 0.03% 461
2024
Q4 		$477K Sell
13,094
-550
-4% -$19.3K 0.03% 459
2024
Q3 		$386K Sell
13,644
-500
-4% -$12.7K 0.02% 538
2024
Q2 		$364K Buy
+14,144
New +$342K 0.02% 524

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 $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Advocates Investment Management's TOST Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Toast (TOST) in Q3 2025, closing a stake of 12,999 shares — an estimated $576K sold.

Financial Advocates Investment Management first reported a position in TOST in Q2 2024 and held it in 5 quarters. The position peaked at $576K in Q2 2025. 739 funds tracked by Wall St. Rank hold TOST as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Toast position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 12,999 Toast shares in Q3 2025, an estimated $576K.
  • Financial Advocates Investment Management first reported a position in Toast in Q2 2024 and held it in 5 quarters.
  • Financial Advocates Investment Management's Toast position peaked at $576K in Q2 2025.
  • 739 funds tracked by Wall St. Rank held Toast as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.