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Prospera Financial Services’s Toast TOST Stock Holding History

Prospera Financial Services’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
-8,143
Closed -$361K – 1401
2025
Q2 		$361K Buy
+8,143
New +$320K 0.01% 1029
2022
Q2 		– Sell
-300
Closed -$7K – 2532
2022
Q1 		$7K Buy
+300
New +$6.78K ﹤0.01% 2183

Other funds holding TOST

Capital International Investors
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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 $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

Prospera Financial Services's TOST Position: Q3 2025 in Review

Prospera Financial Services sold out of Toast (TOST) in Q3 2025, closing a stake of 8,143 shares — an estimated $361K sold.

Prospera Financial Services first reported a position in TOST in Q1 2022 and held it in 2 quarters. The position peaked at $361K in Q2 2025. 740 funds tracked by Wall St. Rank hold TOST as of Q3 2025.

  • Prospera Financial Services reported no remaining Toast position as of Q3 2025 after selling out during the quarter.
  • Prospera Financial Services sold 8,143 Toast shares in Q3 2025, an estimated $361K.
  • Prospera Financial Services first reported a position in Toast in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's Toast position peaked at $361K in Q2 2025.
  • 740 funds tracked by Wall St. Rank held Toast as of Q3 2025.

Based on Prospera Financial Services's 13F filing for Q3 2025, filed 6 Nov 2025.