Jones Financial Companies
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Jones Financial Companies’s Toll Brothers TOL Stock Holding History

Jones Financial Companies’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 		$4.74M Buy
28,848
+2,601
+10% +$370K ﹤0.01% 1216
2026
Q1 		$3.44M Buy
26,247
+20,492
+356% +$3.01M ﹤0.01% 1221
2025
Q4 		$778K Sell
5,755
-1,254
-18% -$170K ﹤0.01% 1329
2025
Q3 		$962K Buy
7,009
+1,555
+29% +$203K ﹤0.01% 1150
2025
Q2 		$623K Buy
5,454
+10
+0.2% +$1.04K ﹤0.01% 1188
2025
Q1 		$572K Buy
5,444
+154
+3% +$18.5K ﹤0.01% 1071
2024
Q4 		$666K Buy
5,290
+2,116
+67% +$314K ﹤0.01% 879
2024
Q3 		$493K Buy
3,174
+1,721
+118% +$233K ﹤0.01% 824
2024
Q2 		$167K Buy
1,453
+1,203
+481% +$146K ﹤0.01% 885
2024
Q1 		$32.3K Buy
+250
New +$27.2K ﹤0.01% 811
2013
Q4 		– Sell
-475
Closed -$15K – 516
2013
Q3 		$15K Hold
475
– – ﹤0.01% 465
2013
Q2 		$15K Buy
+475
New +$16.1K ﹤0.01% 527

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

Jones Financial Companies's TOL Position: Q2 2026 in Review

Jones Financial Companies increased its Toll Brothers (TOL) stake by 9.9% in Q2 2026, buying an estimated $370K and bringing the position to 28,848 shares worth $4.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

Jones Financial Companies first reported a position in TOL in Q2 2013 and has held it in 12 quarters since. 802 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Jones Financial Companies held 28,848 shares of Toll Brothers worth $4.74M as of Q2 2026.
  • Jones Financial Companies bought 2,601 Toll Brothers shares in Q2 2026, an estimated $370K.
  • Toll Brothers made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1216 holding.
  • Jones Financial Companies first reported a position in Toll Brothers in Q2 2013 and has held it in 12 quarters since.
  • 802 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.