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J. Safra Asset Management’s Toll Brothers TOL Stock Holding History

J. Safra Asset 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 		$105K Hold
640
– – ﹤0.01% 249
2026
Q1 		$87.3K Hold
640
– – ﹤0.01% 244
2025
Q4 		$86.5K Buy
+640
New +$86.9K ﹤0.01% 253
2025
Q3 		– Sell
-1,899
Closed -$217K – 500
2025
Q2 		$217K Buy
1,899
+193
+11% +$20K 0.02% 156
2025
Q1 		$180K Buy
1,706
+107
+7% +$12.8K 0.01% 146
2024
Q4 		$202K Buy
1,599
+1,090
+214% +$162K 0.02% 125
2024
Q3 		$79.1K Hold
509
– – 0.01% 129
2024
Q2 		$58.6K Buy
509
+90
+21% +$10.9K 0.01% 131
2024
Q1 		$54.2K Buy
419
+94
+29% +$10.2K 0.01% 83
2023
Q4 		$33.4K Hold
325
– – ﹤0.01% 86
2023
Q3 		$24K Buy
+325
New +$25.7K ﹤0.01% 93
2016
Q3 		– Sell
-10,378
Closed -$279K – 227
2016
Q2 		$279K Sell
10,378
-45,354
-81% -$1.27M 0.45% 25
2016
Q1 		$1.65M Buy
55,732
+33,468
+150% +$936K 1.34% 20
2015
Q4 		$741K Buy
+22,264
New +$794K 0.57% 38

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

J. Safra Asset Management's TOL Position: Q2 2026 in Review

J. Safra Asset Management held its Toll Brothers (TOL) position steady in Q2 2026 at 640 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

J. Safra Asset Management first reported a position in TOL in Q4 2015 and has held it in 14 quarters since. The position peaked at $1.65M in Q1 2016. 806 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • J. Safra Asset Management held 640 shares of Toll Brothers worth $105K as of Q2 2026.
  • J. Safra Asset Management left its Toll Brothers share count unchanged in Q2 2026.
  • Toll Brothers made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #249 holding.
  • J. Safra Asset Management first reported a position in Toll Brothers in Q4 2015 and has held it in 14 quarters since.
  • J. Safra Asset Management's Toll Brothers position peaked at $1.65M in Q1 2016.
  • 806 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.