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Jacobi Capital Management’s Toll Brothers TOL Stock Holding History

Jacobi Capital 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 		$322K Hold
1,952
– – 0.02% 549
2026
Q1 		$266K Hold
1,952
– – 0.01% 556
2025
Q4 		$264K Hold
1,952
– – 0.02% 553
2025
Q3 		$270K Buy
1,952
+192
+11% +$25.1K 0.02% 537
2025
Q2 		$201K Buy
+1,760
New +$183K 0.01% 578
2025
Q1 		– Sell
-1,760
Closed -$222K – 582
2024
Q4 		$222K Sell
1,760
-105
-6% -$15.6K 0.02% 540
2024
Q3 		$288K Hold
1,865
– – 0.02% 466
2024
Q2 		$215K Buy
1,865
+105
+6% +$12.7K 0.02% 492
2024
Q1 		$228K Buy
+1,760
New +$192K 0.02% 445
2021
Q4 		– Sell
-1,760
Closed -$97K – 1238
2021
Q3 		$97K Hold
1,760
– – 0.01% 523
2021
Q2 		$102K Hold
1,760
– – 0.01% 489
2021
Q1 		$100K Hold
1,760
– – 0.01% 454
2020
Q4 		$77K Hold
1,760
– – 0.01% 454
2020
Q3 		$86K Hold
1,760
– – 0.02% 405
2020
Q2 		$57K Sell
1,760
-600
-25% -$16.4K 0.01% 449
2020
Q1 		$45K Hold
2,360
– – 0.01% 436
2019
Q4 		$93K Hold
2,360
– – 0.02% 362
2019
Q3 		$97K Hold
2,360
– – 0.02% 351
2019
Q2 		$86K Hold
2,360
– – 0.02% 368
2019
Q1 		$85K Hold
2,360
– – 0.02% 333
2018
Q4 		$78K Sell
2,360
-200
-8% -$6.42K 0.02% 330
2018
Q3 		$85K Hold
2,560
– – 0.02% 350
2018
Q2 		$95K Buy
2,560
+1,370
+115% +$56.1K 0.03% 327
2018
Q1 		$50K Buy
+1,190
New +$55.9K 0.02% 393

Other funds holding TOL

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Jacobi Capital Management's TOL Position: Q2 2026 in Review

Jacobi Capital Management held its Toll Brothers (TOL) position steady in Q2 2026 at 1,952 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #549.

Jacobi Capital Management first reported a position in TOL in Q1 2018 and has held it in 24 quarters since. 298 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Jacobi Capital Management held 1,952 shares of Toll Brothers worth $322K as of Q2 2026.
  • Jacobi Capital Management left its Toll Brothers share count unchanged in Q2 2026.
  • Toll Brothers made up 0.02% of Jacobi Capital Management's portfolio in Q2 2026, its #549 holding.
  • Jacobi Capital Management first reported a position in Toll Brothers in Q1 2018 and has held it in 24 quarters since.
  • 298 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.