BFG
TOL icon

Beacon Financial Group’s Toll Brothers TOL Stock Holding History

Beacon Financial Group’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 		$204K Buy
+1,236
New +$176K 0.02% 371

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

Beacon Financial Group's TOL Position: Q2 2026 in Review

Beacon Financial Group opened a new position in Toll Brothers (TOL) in Q2 2026: 1,236 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #371 among its holdings.

808 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Beacon Financial Group held 1,236 shares of Toll Brothers worth $204K as of Q2 2026.
  • Toll Brothers was a new Beacon Financial Group position in Q2 2026.
  • Toll Brothers made up 0.02% of Beacon Financial Group's portfolio in Q2 2026, its #371 holding.
  • 808 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.