SWM
TOST icon

SeaCrest Wealth Management’s Toast TOST Stock Holding History

SeaCrest Wealth Management’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
-5,440
Closed -$241K – 672
2025
Q2 		$241K Sell
5,440
-2,000
-27% -$78.6K 0.03% 516
2025
Q1 		$247K Buy
7,440
+76
+1% +$2.85K 0.03% 554
2024
Q4 		$268K Buy
+7,364
New +$259K 0.03% 525

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

SeaCrest Wealth Management's TOST Position: Q3 2025 in Review

SeaCrest Wealth Management sold out of Toast (TOST) in Q3 2025, closing a stake of 5,440 shares — an estimated $241K sold.

SeaCrest Wealth Management first reported a position in TOST in Q4 2024 and held it in 3 quarters. The position peaked at $268K in Q4 2024. 740 funds tracked by Wall St. Rank hold TOST as of Q3 2025.

  • SeaCrest Wealth Management reported no remaining Toast position as of Q3 2025 after selling out during the quarter.
  • SeaCrest Wealth Management sold 5,440 Toast shares in Q3 2025, an estimated $241K.
  • SeaCrest Wealth Management first reported a position in Toast in Q4 2024 and held it in 3 quarters.
  • SeaCrest Wealth Management's Toast position peaked at $268K in Q4 2024.
  • 740 funds tracked by Wall St. Rank held Toast as of Q3 2025.

Based on SeaCrest Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.