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Stonebridge Financial Group (Pennsylvania)’s Toast TOST Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-789
Closed -$26.2K – 867
2025
Q1 		$26.2K Sell
789
-143
-15% -$5.35K ﹤0.01% 467
2024
Q4 		$34K Buy
+932
New +$32.7K ﹤0.01% 431

Other funds holding TOST

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s TOST Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Toast (TOST) in Q2 2025, closing a stake of 789 shares — an estimated $26.2K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in TOST in Q4 2024 and held it in 2 quarters. The position peaked at $34K in Q4 2024. 749 funds tracked by Wall St. Rank hold TOST as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Toast position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 789 Toast shares in Q2 2025, an estimated $26.2K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Toast in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Toast position peaked at $34K in Q4 2024.
  • 749 funds tracked by Wall St. Rank held Toast as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.