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Kelleher Financial Advisors’s Toll Brothers TOL Stock Holding History

Kelleher Financial 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 		$9.39K Buy
+57
New +$8.11K ﹤0.01% 625
2016
Q2 		– Sell
-1,165
Closed -$34K – 201
2016
Q1 		$34K Buy
+1,165
New +$32.6K 0.02% 176

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 $3.38T AUM 44.17% 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

Kelleher Financial Advisors's TOL Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in Toll Brothers (TOL) in Q2 2026: 57 shares worth $9.39K. The stake represents ﹤0.01% of the portfolio and ranks #625 among its holdings. This is a return to the name: Kelleher Financial Advisors previously reported a position in TOL as recently as Q1 2016.

Kelleher Financial Advisors first reported a position in TOL in Q1 2016 and has held it in 2 quarters since. The position peaked at $34K in Q1 2016. 808 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Kelleher Financial Advisors held 57 shares of Toll Brothers worth $9.39K as of Q2 2026.
  • Toll Brothers was a new Kelleher Financial Advisors position in Q2 2026.
  • Toll Brothers made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #625 holding.
  • Kelleher Financial Advisors first reported a position in Toll Brothers in Q1 2016 and has held it in 2 quarters since.
  • Kelleher Financial Advisors's Toll Brothers position peaked at $34K in Q1 2016.
  • 808 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.