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 Q2	$9.99M	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

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return