GFPC
TOST icon

Global Financial Private Client’s Toast TOST Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-12
Closed -$398 – 1470
2025
Q1 		$398 Buy
12
+7
+140% +$262 ﹤0.01% 1368
2024
Q4 		$182 Buy
+5
New +$176 ﹤0.01% 1306

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 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 $2.9T AUM 29.55% 1-Year Est. Return

Global Financial Private Client's TOST Position: Q2 2025 in Review

Global Financial Private Client sold out of Toast (TOST) in Q2 2025, closing a stake of 12 shares — an estimated $398 sold.

Global Financial Private Client first reported a position in TOST in Q4 2024 and held it in 2 quarters. The position peaked at $398 in Q1 2025. 749 funds tracked by Wall St. Rank hold TOST as of Q2 2025.

  • Global Financial Private Client reported no remaining Toast position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 12 Toast shares in Q2 2025, an estimated $398.
  • Global Financial Private Client first reported a position in Toast in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Toast position peaked at $398 in Q1 2025.
  • 749 funds tracked by Wall St. Rank held Toast as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.