BGAI
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Bruce G. Allen Investments’s Toll Brothers TOL Stock Holding History

Bruce G. Allen Investments’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
Q1 		$5.19K Hold
38
– – ﹤0.01% 556
2025
Q4 		$5.14K Hold
38
– – ﹤0.01% 559
2025
Q3 		$5.25K Hold
38
– – ﹤0.01% 556
2025
Q2 		$4.34K Hold
38
– – ﹤0.01% 591
2025
Q1 		$4.01K Hold
38
– – ﹤0.01% 596
2024
Q4 		$4.79K Sell
38
-1
-3% -$148 ﹤0.01% 585
2024
Q3 		$6.03K Sell
39
-1
-3% -$136 ﹤0.01% 552
2024
Q2 		$4.61K Sell
40
-2
-5% -$242 ﹤0.01% 579
2024
Q1 		$5.43K Sell
42
-11
-21% -$1.2K ﹤0.01% 578
2023
Q4 		$5.45K Buy
+53
New +$4.42K 0.01% 575

Other funds holding TOL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return