KIM
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Kestra Investment Management’s Toast TOST Stock Holding History

Kestra 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
Q1 		– Sell
-96
Closed -$3.5K – 1376
2024
Q4 		$3.5K Buy
+96
New +$3.37K ﹤0.01% 959

Other funds holding TOST

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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

Kestra Investment Management's TOST Position: Q1 2025 in Review

Kestra Investment Management sold out of Toast (TOST) in Q1 2025, closing a stake of 96 shares — an estimated $3.5K sold.

Kestra Investment Management first reported a position in TOST in Q4 2024 and held it in 1 quarter. The position peaked at $3.5K in Q4 2024. 660 funds tracked by Wall St. Rank hold TOST as of Q1 2025.

  • Kestra Investment Management reported no remaining Toast position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 96 Toast shares in Q1 2025, an estimated $3.5K.
  • Kestra Investment Management first reported a position in Toast in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Toast position peaked at $3.5K in Q4 2024.
  • 660 funds tracked by Wall St. Rank held Toast as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.