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Allegiance Financial Group Advisory Services’s Toll Brothers TOL Stock Holding History

Allegiance Financial Group Advisory Services’s Portfolio TOL Stock Details TOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$330K Buy
2,000
+80
+4% +$11.4K 0.06% 132
2026
Q1 		$262K Sell
1,920
-123
-6% -$18.1K 0.05% 152
2025
Q4 		$276K Sell
2,043
-117
-5% -$15.9K 0.06% 132
2025
Q3 		$298K Hold
2,160
– – 0.07% 114
2025
Q2 		$247K Buy
+2,160
New +$224K 0.07% 129

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Allegiance Financial Group Advisory Services's TOL Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services increased its Toll Brothers (TOL) stake by 4.2% in Q2 2026, buying an estimated $11.4K and bringing the position to 2,000 shares worth $330K. The position accounts for 0.06% of the portfolio, ranked #132.

Allegiance Financial Group Advisory Services first reported a position in TOL in Q2 2025 and has held it in 5 quarters since. 808 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Allegiance Financial Group Advisory Services held 2,000 shares of Toll Brothers worth $330K as of Q2 2026.
  • Allegiance Financial Group Advisory Services bought 80 Toll Brothers shares in Q2 2026, an estimated $11.4K.
  • Toll Brothers made up 0.06% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #132 holding.
  • Allegiance Financial Group Advisory Services first reported a position in Toll Brothers in Q2 2025 and has held it in 5 quarters since.
  • 808 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.