Capital Advisors Ltd
TOL icon

Capital Advisors Ltd’s Toll Brothers TOL Stock Holding History

Capital Advisors Ltd’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 		$2K Buy
16
+11
+220% +$1.6K ﹤0.01% 1274
2026
Q2 		$1K Hold
5
– – ﹤0.01% 1310
2026
Q1 		$1K Hold
5
– – ﹤0.01% 1300
2025
Q4 		$1K Hold
5
– – ﹤0.01% 1286
2025
Q3 		$1K Hold
5
– – ﹤0.01% 1295
2025
Q2 		$1K Buy
5
+4
+400% +$415 ﹤0.01% 1272
2025
Q1 		$0 Sell
1
-1
-50% -$120 ﹤0.01% 1578
2024
Q4 		$0 Hold
2
– – ﹤0.01% 1579
2024
Q3 		$0 Hold
2
– – ﹤0.01% 1607
2024
Q2 		$0 Hold
2
– – ﹤0.01% 1634
2024
Q1 		$0 Buy
+2
New +$218 ﹤0.01% 1546
2022
Q4 		– Sell
-20
Closed -$1K – 1644
2022
Q3 		$1K Buy
+20
New +$927 ﹤0.01% 1130

Other funds holding TOL

GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Anchor Capital Advisors
Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Capital Advisors Ltd's TOL Position: Q3 2026 in Review

Capital Advisors Ltd increased its Toll Brothers (TOL) stake by 220% in Q3 2026, buying an estimated $1.6K and bringing the position to 16 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

Capital Advisors Ltd first reported a position in TOL in Q3 2022 and has held it in 12 quarters since. 365 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

  • Capital Advisors Ltd held 16 shares of Toll Brothers worth $2K as of Q3 2026.
  • Capital Advisors Ltd bought 11 Toll Brothers shares in Q3 2026, an estimated $1.6K.
  • Toll Brothers made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #1274 holding.
  • Capital Advisors Ltd first reported a position in Toll Brothers in Q3 2022 and has held it in 12 quarters since.
  • 365 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.