JFS Wealth Advisors
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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
Q3 		$21.8K Sell
162
-2
-1% -$291 ﹤0.01% 737
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

GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Anchor Capital Advisors
Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JFS Wealth Advisors's TOL Position: Q3 2026 in Review

JFS Wealth Advisors reduced its Toll Brothers (TOL) stake by 1.2% in Q3 2026, selling an estimated $291 and leaving 162 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

JFS Wealth Advisors first reported a position in TOL in Q4 2021 and has held it in 19 quarters since. The position peaked at $27K in Q2 2026. 398 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

  • JFS Wealth Advisors held 162 shares of Toll Brothers worth $21.8K as of Q3 2026.
  • JFS Wealth Advisors sold 2 Toll Brothers shares in Q3 2026, an estimated $291.
  • Toll Brothers made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #737 holding.
  • JFS Wealth Advisors first reported a position in Toll Brothers in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Toll Brothers position peaked at $27K in Q2 2026.
  • 398 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.