Kathmere Capital Management
TOL icon

Kathmere Capital Management’s Toll Brothers TOL Stock Holding History

Kathmere 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 		$328K Sell
2,433
-655
-21% -$95.2K 0.02% 531
2026
Q2 		$509K Buy
3,088
+1,297
+72% +$184K 0.03% 395
2026
Q1 		$244K Buy
+1,791
New +$263K 0.02% 532

Other funds holding TOL

GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

Kathmere Capital Management reduced its Toll Brothers (TOL) stake by 21% in Q3 2026, selling an estimated $95.2K and leaving 2,433 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #531.

Kathmere Capital Management first reported a position in TOL in Q1 2026 and has held it in 3 quarters since. The position peaked at $509K in Q2 2026. 452 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

  • Kathmere Capital Management held 2,433 shares of Toll Brothers worth $328K as of Q3 2026.
  • Kathmere Capital Management sold 655 Toll Brothers shares in Q3 2026, an estimated $95.2K.
  • Toll Brothers made up 0.02% of Kathmere Capital Management's portfolio in Q3 2026, its #531 holding.
  • Kathmere Capital Management first reported a position in Toll Brothers in Q1 2026 and has held it in 3 quarters since.
  • Kathmere Capital Management's Toll Brothers position peaked at $509K in Q2 2026.
  • 452 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on Kathmere Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.