Annex Advisory Services’s Toll Brothers TOL Stock Holding History

Annex 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 Q3	$37.1M	Buy	275,100 +214,438	+353%	+$31.2M	0.61%	54
2026 Q2	$10M	Buy	60,662 +14,829	+32%	+$2.11M	0.17%	81
2026 Q1	$6.25M	Buy	45,833 +1,582	+4%	+$232K	0.12%	100
2025 Q4	$5.98M	Buy	44,251 +10,420	+31%	+$1.41M	0.11%	103
2025 Q3	$4.67M	Sell	33,831 -10,664	-24%	-$1.39M	0.1%	95
2025 Q2	$5.08M	Sell	44,495 -2,642	-6%	-$274K	0.12%	88
2025 Q1	$4.98M	Buy	47,137 +573	+1%	+$68.8K	0.14%	88
2024 Q4	$5.86M	Sell	46,564 -199	-0.4%	-$29.6K	0.18%	82
2024 Q3	$7.22M	Buy	46,763 +22,327	+91%	+$3.03M	0.23%	74
2024 Q2	$2.81M	Buy	+24,436	New	+$2.96M	0.1%	96

Other funds holding TOL

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

TRIA

Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return

OFS

OMC Financial Services Dewitt, New York $175M AUM 44.87% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Annex Advisory Services's TOL Position: Q3 2026 in Review

Annex Advisory Services increased its Toll Brothers (TOL) stake by 353% in Q3 2026, buying an estimated $31.2M and bringing the position to 275,100 shares worth $37.1M. The position accounts for 0.61% of the portfolio, ranked #54.

Annex Advisory Services first reported a position in TOL in Q2 2024 and has held it in 10 quarters since. 83 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

Annex Advisory Services held 275,100 shares of Toll Brothers worth $37.1M as of Q3 2026.
Annex Advisory Services bought 214,438 Toll Brothers shares in Q3 2026, an estimated $31.2M.
Toll Brothers made up 0.61% of Annex Advisory Services's portfolio in Q3 2026, its #54 holding.
Annex Advisory Services first reported a position in Toll Brothers in Q2 2024 and has held it in 10 quarters since.
83 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.