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Richardson Financial Services’s Toast TOST Stock Holding History

Richardson 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
-9
Closed -$399 – 585
2025
Q2 		$399 Hold
9
– – ﹤0.01% 596
2025
Q1 		$299 Hold
9
– – ﹤0.01% 593
2024
Q4 		$328 Buy
+9
New +$316 ﹤0.01% 602

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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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Richardson Financial Services sold out of Toast (TOST) in Q3 2025, closing a stake of 9 shares — an estimated $399 sold.

Richardson Financial Services first reported a position in TOST in Q4 2024 and held it in 3 quarters. The position peaked at $399 in Q2 2025. 739 funds tracked by Wall St. Rank hold TOST as of Q3 2025.

  • Richardson Financial Services reported no remaining Toast position as of Q3 2025 after selling out during the quarter.
  • Richardson Financial Services sold 9 Toast shares in Q3 2025, an estimated $399.
  • Richardson Financial Services first reported a position in Toast in Q4 2024 and held it in 3 quarters.
  • Richardson Financial Services's Toast position peaked at $399 in Q2 2025.
  • 739 funds tracked by Wall St. Rank held Toast as of Q3 2025.

Based on Richardson Financial Services's 13F filing for Q3 2025, filed 28 Oct 2025.