Financial Engines Advisors’s Toast TOST Stock Holding History

Financial Engines 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
2025 Q3	–	Sell	-5,158	Closed	-$228K	–	561
2025 Q2	$228K	Buy	+5,158	New	+$203K	﹤0.01%	484

Other funds holding TOST

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Engines Advisors's TOST Position: Q3 2025 in Review

Financial Engines Advisors sold out of Toast (TOST) in Q3 2025, closing a stake of 5,158 shares — an estimated $228K sold.

Financial Engines Advisors first reported a position in TOST in Q2 2025 and held it in 1 quarter. The position peaked at $228K in Q2 2025. 740 funds tracked by Wall St. Rank hold TOST as of Q3 2025.

Financial Engines Advisors reported no remaining Toast position as of Q3 2025 after selling out during the quarter.
Financial Engines Advisors sold 5,158 Toast shares in Q3 2025, an estimated $228K.
Financial Engines Advisors first reported a position in Toast in Q2 2025 and held it in 1 quarter.
Financial Engines Advisors's Toast position peaked at $228K in Q2 2025.
740 funds tracked by Wall St. Rank held Toast as of Q3 2025.

Based on Financial Engines Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.