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 Q3	$1.35K	Hold	10	–	–	﹤0.01%	822
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%	1110
2022 Q2	–	Sell	-37	Closed	-$2K	–	1134
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 $6.11B AUM 13.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Financial Management Professionals's TOL Position: Q3 2026 in Review

Financial Management Professionals held its Toll Brothers (TOL) position steady in Q3 2026 at 10 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Financial Management Professionals first reported a position in TOL in Q2 2021 and has held it in 21 quarters since. The position peaked at $32K in Q2 2023. 152 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

Financial Management Professionals held 10 shares of Toll Brothers worth $1.35K as of Q3 2026.
Financial Management Professionals left its Toll Brothers share count unchanged in Q3 2026.
Toll Brothers made up ﹤0.01% of Financial Management Professionals's portfolio in Q3 2026, its #822 holding.
Financial Management Professionals first reported a position in Toll Brothers in Q2 2021 and has held it in 21 quarters since.
Financial Management Professionals's Toll Brothers position peaked at $32K in Q2 2023.
152 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.