Bank of Montreal’s Toll Brothers TOL Stock Holding History

Bank of Montreal’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
2024 Q1	–	Sell	-214,500	Closed	-$22.4M	–	4321
2023 Q4	$22.4M	Buy	214,500 +12,000	+6%	+$1,000K	0.01%	742
2023 Q3	$16.2M	Buy	202,500 +162,500	+406%	+$12.8M	0.01%	794
2023 Q2	$3.17M	Buy	+40,000	New	+$2.68M	﹤0.01%	1566
2013 Q4	–	Sell	-20,000	Closed	-$649K	–	3924
2013 Q3	$649K	Buy	+20,000	New	+$647K	﹤0.01%	1672

Other funds holding TOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Montreal's TOL Position: Q2 2026 in Review

Bank of Montreal reduced its Toll Brothers (TOL) stake by 4.5% in Q2 2026, selling an estimated $191K and leaving 28,306 shares worth $4.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

Bank of Montreal first reported a position in TOL in Q2 2013 and has held it in 53 quarters since. The position peaked at $42.8M in Q1 2015. 562 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

Bank of Montreal held 28,306 shares of Toll Brothers worth $4.66M as of Q2 2026.
Bank of Montreal sold 1,344 Toll Brothers shares in Q2 2026, an estimated $191K.
Toll Brothers made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1390 holding.
Bank of Montreal first reported a position in Toll Brothers in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's Toll Brothers position peaked at $42.8M in Q1 2015.
562 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.