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COMPASS FINANCIAL MANAGEMENT LLC’s Toll Brothers TOL Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$50.6K Buy
+307
New +$43.7K 0.01% 690

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's TOL Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Toll Brothers (TOL) in Q2 2026: 307 shares worth $50.6K. The stake represents 0.01% of the portfolio and ranks #690 among its holdings.

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

  • COMPASS FINANCIAL MANAGEMENT LLC held 307 shares of Toll Brothers worth $50.6K as of Q2 2026.
  • Toll Brothers was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Toll Brothers made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #690 holding.
  • 620 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.