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JFS Wealth Advisors’s Toll Brothers TOL Stock Holding History

JFS Wealth Advisors’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 		$27K Buy
164
+3
+2% +$427 ﹤0.01% 687
2026
Q1 		$22K Buy
161
+6
+4% +$881 ﹤0.01% 711
2025
Q4 		$21K Buy
155
+35
+29% +$4.75K ﹤0.01% 736
2025
Q3 		$16.6K Hold
120
– – ﹤0.01% 737
2025
Q2 		$13.7K Hold
120
– – ﹤0.01% 764
2025
Q1 		$12.7K Hold
120
– – ﹤0.01% 801
2024
Q4 		$15.1K Hold
120
– – ﹤0.01% 721
2024
Q3 		$18.5K Buy
120
+3
+3% +$407 ﹤0.01% 662
2024
Q2 		$13.5K Hold
117
– – ﹤0.01% 702
2024
Q1 		$15.1K Hold
117
– – ﹤0.01% 690
2023
Q4 		$12K Buy
117
+9
+8% +$750 ﹤0.01% 718
2023
Q3 		$7.99K Hold
108
– – ﹤0.01% 807
2023
Q2 		$8.54K Buy
108
+1
+0.9% +$67 ﹤0.01% 775
2023
Q1 		$6.42K Sell
107
-3
-3% -$173 ﹤0.01% 894
2022
Q4 		$5.49K Buy
110
+32
+41% +$1.47K ﹤0.01% 957
2022
Q3 		$3K Buy
+78
New +$3.62K ﹤0.01% 1249
2022
Q2 		– Sell
-43
Closed -$2K – 1937
2022
Q1 		$2K Buy
43
+6
+16% +$336 ﹤0.01% 1505
2021
Q4 		$3K Buy
+37
New +$2.38K ﹤0.01% 995

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

JFS Wealth Advisors's TOL Position: Q2 2026 in Review

JFS Wealth Advisors increased its Toll Brothers (TOL) stake by 1.9% in Q2 2026, buying an estimated $427 and bringing the position to 164 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

JFS Wealth Advisors first reported a position in TOL in Q4 2021 and has held it in 18 quarters since. 803 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • JFS Wealth Advisors held 164 shares of Toll Brothers worth $27K as of Q2 2026.
  • JFS Wealth Advisors bought 3 Toll Brothers shares in Q2 2026, an estimated $427.
  • Toll Brothers made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #687 holding.
  • JFS Wealth Advisors first reported a position in Toll Brothers in Q4 2021 and has held it in 18 quarters since.
  • 803 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.