SFS
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Sowell Financial Services’s Toast TOST Stock Holding History

Sowell 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
-4,609
Closed -$204K – 1129
2025
Q2 		$204K Buy
+4,609
New +$181K 0.01% 966
2025
Q1 		– Sell
-14,497
Closed -$528K – 1038
2024
Q4 		$528K Sell
14,497
-275
-2% -$9.66K 0.03% 404
2024
Q3 		$418K Buy
+14,772
New +$374K 0.02% 464

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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

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

Sowell Financial Services sold out of Toast (TOST) in Q3 2025, closing a stake of 4,609 shares — an estimated $204K sold.

Sowell Financial Services first reported a position in TOST in Q3 2024 and held it in 3 quarters. The position peaked at $528K in Q4 2024. 740 funds tracked by Wall St. Rank hold TOST as of Q3 2025.

  • Sowell Financial Services reported no remaining Toast position as of Q3 2025 after selling out during the quarter.
  • Sowell Financial Services sold 4,609 Toast shares in Q3 2025, an estimated $204K.
  • Sowell Financial Services first reported a position in Toast in Q3 2024 and held it in 3 quarters.
  • Sowell Financial Services's Toast position peaked at $528K in Q4 2024.
  • 740 funds tracked by Wall St. Rank held Toast as of Q3 2025.

Based on Sowell Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.