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Newbridge Financial Services Group’s Toast TOST Stock Holding History

Newbridge Financial Services Group’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
-19,378
Closed -$858K – 1386
2025
Q2 		$858K Buy
19,378
+18,228
+1,585% +$716K 0.14% 117
2025
Q1 		$38.1K Hold
1,150
– – 0.01% 423
2024
Q4 		$41.9K Buy
+1,150
New +$40.4K 0.01% 445
2024
Q3 		– Sell
-800
Closed -$20.6K – 1070
2024
Q2 		$20.6K Sell
800
-1,600
-67% -$38.7K 0.01% 568
2024
Q1 		$59.8K Hold
2,400
– – 0.03% 367
2023
Q4 		$43.8K Hold
2,400
– – 0.02% 423
2023
Q3 		$45K Buy
+2,400
New +$52.1K 0.02% 431

Other funds holding TOST

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $2.3T AUM 54.33% 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 $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Newbridge Financial Services Group's TOST Position: Q3 2025 in Review

Newbridge Financial Services Group sold out of Toast (TOST) in Q3 2025, closing a stake of 19,378 shares — an estimated $858K sold.

Newbridge Financial Services Group first reported a position in TOST in Q3 2023 and held it in 7 quarters. The position peaked at $858K in Q2 2025. 740 funds tracked by Wall St. Rank hold TOST as of Q3 2025.

  • Newbridge Financial Services Group reported no remaining Toast position as of Q3 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 19,378 Toast shares in Q3 2025, an estimated $858K.
  • Newbridge Financial Services Group first reported a position in Toast in Q3 2023 and held it in 7 quarters.
  • Newbridge Financial Services Group's Toast position peaked at $858K in Q2 2025.
  • 740 funds tracked by Wall St. Rank held Toast as of Q3 2025.

Based on Newbridge Financial Services Group's 13F filing for Q3 2025, filed 13 Nov 2025.