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Compass Financial Management’s Toll Brothers TOL Stock Holding History

Compass Financial Management’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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Compass Financial Management's TOL Position: Q2 2026 in Review

Compass Financial Management 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.

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

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

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.