PSI Advisors’s Toast TOST Stock Holding History

PSI Advisors’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	-418	Closed	-$13.9K	–	632
2025 Q1	$13.9K	Hold	418	–	–	﹤0.01%	410
2024 Q4	$15.2K	Buy	418 +18	+5%	+$632	﹤0.01%	462
2024 Q3	$11.3K	Buy	+400	New	+$10.1K	﹤0.01%	517

Other funds holding TOST

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PSI Advisors's TOST Position: Q2 2025 in Review

PSI Advisors sold out of Toast (TOST) in Q2 2025, closing a stake of 418 shares — an estimated $13.9K sold.

PSI Advisors first reported a position in TOST in Q3 2024 and held it in 3 quarters. The position peaked at $15.2K in Q4 2024. 750 funds tracked by Wall St. Rank hold TOST as of Q2 2025.

PSI Advisors reported no remaining Toast position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 418 Toast shares in Q2 2025, an estimated $13.9K.
PSI Advisors first reported a position in Toast in Q3 2024 and held it in 3 quarters.
PSI Advisors's Toast position peaked at $15.2K in Q4 2024.
750 funds tracked by Wall St. Rank held Toast as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.