Jacobi Capital Management
TOL icon

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
Q3 		$264K Buy
1,958
+6
+0.3% +$872 0.01% 581
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jacobi Capital Management's TOL Position: Q3 2026 in Review

Jacobi Capital Management increased its Toll Brothers (TOL) stake by 0.31% in Q3 2026, buying an estimated $872 and bringing the position to 1,958 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #581.

Jacobi Capital Management first reported a position in TOL in Q1 2018 and has held it in 25 quarters since. The position peaked at $322K in Q2 2026. 640 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

  • Jacobi Capital Management held 1,958 shares of Toll Brothers worth $264K as of Q3 2026.
  • Jacobi Capital Management bought 6 Toll Brothers shares in Q3 2026, an estimated $872.
  • Toll Brothers made up 0.01% of Jacobi Capital Management's portfolio in Q3 2026, its #581 holding.
  • Jacobi Capital Management first reported a position in Toll Brothers in Q1 2018 and has held it in 25 quarters since.
  • Jacobi Capital Management's Toll Brothers position peaked at $322K in Q2 2026.
  • 640 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on Jacobi Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.