James T. Borello
TOL icon

James T. Borello’s Toll Brothers TOL Stock Holding History

James T. Borello’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 		$8.36K Sell
62
-4
-6% -$581 ﹤0.01% 647
2026
Q2 		$10.9K Buy
66
+42
+175% +$5.97K ﹤0.01% 571
2026
Q1 		$3.28K Buy
24
+17
+243% +$2.5K ﹤0.01% 857
2025
Q4 		$947 Buy
+7
New +$950 ﹤0.01% 879

Other funds holding TOL

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Lyell Wealth Management
Lyell Wealth Management Menlo Park, California $1.69B AUM 33.03% 1-Year Est. Return

James T. Borello's TOL Position: Q3 2026 in Review

James T. Borello reduced its Toll Brothers (TOL) stake by 6.1% in Q3 2026, selling an estimated $581 and leaving 62 shares worth $8.36K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

James T. Borello first reported a position in TOL in Q4 2025 and has held it in 4 quarters since. The position peaked at $10.9K in Q2 2026. 246 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

  • James T. Borello held 62 shares of Toll Brothers worth $8.36K as of Q3 2026.
  • James T. Borello sold 4 Toll Brothers shares in Q3 2026, an estimated $581.
  • Toll Brothers made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #647 holding.
  • James T. Borello first reported a position in Toll Brothers in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello's Toll Brothers position peaked at $10.9K in Q2 2026.
  • 246 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.