Independent Financial Group’s Toll Brothers TOL Stock Holding History

Independent Financial Group’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	$487K	Buy	+2,958	New	+$421K	0.01%	1007
2025 Q1	–	Sell	-7,583	Closed	-$955K	–	1267
2024 Q4	$955K	Sell	7,583 -6,423	-46%	-$954K	0.03%	493
2024 Q3	$2.16M	Buy	14,006 +11,960	+585%	+$1.62M	0.08%	257
2024 Q2	$236K	Sell	2,046 -3,404	-62%	-$412K	0.01%	951
2024 Q1	$705K	Buy	+5,450	New	+$593K	0.03%	477
2021 Q3	–	Sell	-6,152	Closed	-$356K	–	754
2021 Q2	$356K	Buy	+6,152	New	+$375K	0.04%	475

Other funds holding TOL

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAS

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

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Independent Financial Group's TOL Position: Q2 2026 in Review

Independent Financial Group opened a new position in Toll Brothers (TOL) in Q2 2026: 2,958 shares worth $487K. The stake represents 0.01% of the portfolio and ranks #1007 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in TOL as recently as Q4 2024.

Independent Financial Group first reported a position in TOL in Q2 2021 and has held it in 6 quarters since. The position peaked at $2.16M in Q3 2024. 103 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

Independent Financial Group held 2,958 shares of Toll Brothers worth $487K as of Q2 2026.
Toll Brothers was a new Independent Financial Group position in Q2 2026.
Toll Brothers made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1007 holding.
Independent Financial Group first reported a position in Toll Brothers in Q2 2021 and has held it in 6 quarters since.
Independent Financial Group's Toll Brothers position peaked at $2.16M in Q3 2024.
103 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.