Financial Management Professionals’s Toll Brothers TOL Stock Holding History

Financial Management Professionals’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	$1.65K	Hold	10	–	–	﹤0.01%	816
2026 Q1	$1.36K	Hold	10	–	–	﹤0.01%	775
2025 Q4	$1.35K	Hold	10	–	–	﹤0.01%	762
2025 Q3	$1.38K	Hold	10	–	–	﹤0.01%	746
2025 Q2	$1.14K	Hold	10	–	–	﹤0.01%	818
2025 Q1	$1.06K	Hold	10	–	–	﹤0.01%	806
2024 Q4	$1.26K	Hold	10	–	–	﹤0.01%	784
2024 Q3	$2K	Hold	10	–	–	﹤0.01%	766
2024 Q2	$1K	Hold	10	–	–	﹤0.01%	858
2024 Q1	$1K	Hold	10	–	–	﹤0.01%	908
2023 Q4	$1K	Sell	10 -401	-98%	-$33.4K	﹤0.01%	893
2023 Q3	$30K	Hold	411	–	–	0.01%	315
2023 Q2	$32K	Buy	411 +401	+4,010%	+$26.9K	0.01%	317
2023 Q1	$1K	Hold	10	–	–	﹤0.01%	947
2022 Q4	$0	Hold	10	–	–	﹤0.01%	1076
2022 Q3	$0	Buy	+10	New	+$464	﹤0.01%	1113
2022 Q2	–	Sell	-37	Closed	-$2K	–	1136
2022 Q1	$2K	Buy	37 +19	+106%	+$1.06K	﹤0.01%	818
2021 Q4	$1K	Hold	18	–	–	﹤0.01%	906
2021 Q3	$1K	Hold	18	–	–	﹤0.01%	893
2021 Q2	$1K	Buy	+18	New	+$1.1K	﹤0.01%	843

Other funds holding TOL

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return