Key Financial Inc’s Toll Brothers TOL Stock Holding History

Key Financial Inc’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 Q1	$672K	Buy	4,927 +54	+1%	+$7.93K	0.12%	154
2025 Q4	$659K	Hold	4,873	–	–	0.12%	144
2025 Q3	$682K	Buy	4,873 +2	+0%	+$261	0.13%	140
2025 Q2	$556K	Hold	4,871	–	–	0.11%	155
2025 Q1	$514K	Hold	4,871	–	–	0.11%	153
2024 Q4	$614K	Hold	4,871	–	–	0.14%	132
2024 Q3	$753K	Hold	4,871	–	–	0.17%	109
2024 Q2	$561K	Hold	4,871	–	–	0.13%	134
2024 Q1	$630K	Hold	4,871	–	–	0.16%	112
2023 Q4	$501K	Hold	4,871	–	–	0.14%	124
2023 Q3	$360K	Hold	4,871	–	–	0.12%	143
2023 Q2	$385K	Buy	4,871 +71	+1%	+$4.76K	0.13%	137
2023 Q1	$288K	Hold	4,800	–	–	0.11%	156
2022 Q4	$202K	Hold	4,800	–	–	0.1%	163
2022 Q3	$202K	Hold	4,800	–	–	0.1%	164
2022 Q2	$226K	Hold	4,800	–	–	0.12%	137
2022 Q1	$226K	Hold	4,800	–	–	0.11%	144
2021 Q4	$347K	Hold	4,800	–	–	0.17%	106
2021 Q3	$265K	Hold	4,800	–	–	0.15%	122
2021 Q2	$285K	Hold	4,800	–	–	0.16%	113
2021 Q1	$272K	Hold	4,800	–	–	0.18%	110
2020 Q4	$209K	Hold	4,800	–	–	0.16%	119
2020 Q3	$234K	Buy	+4,800	New	+$194K	0.24%	95
2020 Q2	–	Sell	-4,800	Closed	-$97K	–	578
2020 Q1	$97K	Buy	+4,800	New	+$182K	0.1%	161

Other funds holding TOL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Key Financial Inc's TOL Position: Q1 2026 in Review

Key Financial Inc increased its Toll Brothers (TOL) stake by 1.1% in Q1 2026, buying an estimated $7.93K and bringing the position to 4,927 shares worth $672K. The position accounts for 0.12% of the portfolio, ranked #154.

Key Financial Inc first reported a position in TOL in Q1 2020 and has held it in 24 quarters since. The position peaked at $753K in Q3 2024. 779 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

Key Financial Inc held 4,927 shares of Toll Brothers worth $672K as of Q1 2026.
Key Financial Inc bought 54 Toll Brothers shares in Q1 2026, an estimated $7.93K.
Toll Brothers made up 0.12% of Key Financial Inc's portfolio in Q1 2026, its #154 holding.
Key Financial Inc first reported a position in Toll Brothers in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's Toll Brothers position peaked at $753K in Q3 2024.
779 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.