Oxford Financial Group’s Toast TOST Stock Holding History

Oxford Financial 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 Q1	–	Sell	-9,987	Closed	-$364K	–	295
2024 Q4	$364K	Buy	+9,987	New	+$351K	0.02%	186

Other funds holding TOST

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oxford Financial Group's TOST Position: Q1 2025 in Review

Oxford Financial Group sold out of Toast (TOST) in Q1 2025, closing a stake of 9,987 shares — an estimated $364K sold.

Oxford Financial Group first reported a position in TOST in Q4 2024 and held it in 1 quarter. The position peaked at $364K in Q4 2024. 660 funds tracked by Wall St. Rank hold TOST as of Q1 2025.

Oxford Financial Group reported no remaining Toast position as of Q1 2025 after selling out during the quarter.
Oxford Financial Group sold 9,987 Toast shares in Q1 2025, an estimated $364K.
Oxford Financial Group first reported a position in Toast in Q4 2024 and held it in 1 quarter.
Oxford Financial Group's Toast position peaked at $364K in Q4 2024.
660 funds tracked by Wall St. Rank held Toast as of Q1 2025.

Based on Oxford Financial Group's 13F filing for Q1 2025, filed 15 May 2025.