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 Q2	$812K	Hold	4,927	–	–	0.13%	134
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 $6.73T AUM 46.02% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Key Financial Inc's TOL Position: Q2 2026 in Review

Key Financial Inc held its Toll Brothers (TOL) position steady in Q2 2026 at 4,927 shares worth $812K. The position accounts for 0.13% of the portfolio, ranked #134.

Key Financial Inc first reported a position in TOL in Q1 2020 and has held it in 25 quarters since. 805 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

Key Financial Inc held 4,927 shares of Toll Brothers worth $812K as of Q2 2026.
Key Financial Inc left its Toll Brothers share count unchanged in Q2 2026.
Toll Brothers made up 0.13% of Key Financial Inc's portfolio in Q2 2026, its #134 holding.
Key Financial Inc first reported a position in Toll Brothers in Q1 2020 and has held it in 25 quarters since.
805 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.