KF
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Krilogy Financial’s Toll Brothers TOL Stock Holding History

Krilogy Financial’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 		$1.29M Sell
7,855
-9
-0.1% -$1.28K 0.04% 319
2026
Q1 		$1.09M Sell
7,864
-69
-0.9% -$10.1K 0.04% 345
2025
Q4 		$1.14M Sell
7,933
-88
-1% -$11.9K 0.04% 325
2025
Q3 		$1.07M Buy
+8,021
New +$1.05M 0.04% 319

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

Krilogy Financial's TOL Position: Q2 2026 in Review

Krilogy Financial reduced its Toll Brothers (TOL) stake by 0.11% in Q2 2026, selling an estimated $1.28K and leaving 7,855 shares worth $1.29M. The position accounts for 0.04% of the portfolio, ranked #319.

Krilogy Financial first reported a position in TOL in Q3 2025 and has held it in 4 quarters since. 802 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Krilogy Financial held 7,855 shares of Toll Brothers worth $1.29M as of Q2 2026.
  • Krilogy Financial sold 9 Toll Brothers shares in Q2 2026, an estimated $1.28K.
  • Toll Brothers made up 0.04% of Krilogy Financial's portfolio in Q2 2026, its #319 holding.
  • Krilogy Financial first reported a position in Toll Brothers in Q3 2025 and has held it in 4 quarters since.
  • 802 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.