Lebenthal Global Advisors
TOL icon

Lebenthal Global Advisors’s Toll Brothers TOL Stock Holding History

Lebenthal Global 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
Q3 		$1.03M Buy
7,674
+1,071
+16% +$156K 0.14% 115
2026
Q2 		$1.09M Buy
6,603
+278
+4% +$39.5K 0.15% 101
2026
Q1 		$863K Buy
6,325
+563
+10% +$82.7K 0.13% 124
2025
Q4 		$779K Buy
5,762
+417
+8% +$56.6K 0.12% 121
2025
Q3 		$738K Buy
5,345
+372
+7% +$48.6K 0.13% 116
2025
Q2 		$568K Buy
4,973
+151
+3% +$15.7K 0.11% 128
2025
Q1 		$509K Buy
4,822
+297
+7% +$35.7K 0.1% 129
2024
Q4 		$570K Buy
4,525
+563
+14% +$83.6K 0.1% 126
2024
Q3 		$612K Buy
3,962
+495
+14% +$67.1K 0.12% 104
2024
Q2 		$399K Buy
3,467
+538
+18% +$65.1K 0.09% 136
2024
Q1 		$379K Buy
2,929
+283
+11% +$30.8K 0.08% 137
2023
Q4 		$272K Buy
+2,646
New +$220K 0.06% 164

Other funds holding TOL

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Lyell Wealth Management
Lyell Wealth Management Menlo Park, California $1.69B AUM 33.03% 1-Year Est. Return

Lebenthal Global Advisors's TOL Position: Q3 2026 in Review

Lebenthal Global Advisors increased its Toll Brothers (TOL) stake by 16% in Q3 2026, buying an estimated $156K and bringing the position to 7,674 shares worth $1.03M. The position accounts for 0.14% of the portfolio, ranked #115.

Lebenthal Global Advisors first reported a position in TOL in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.09M in Q2 2026. 246 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

  • Lebenthal Global Advisors held 7,674 shares of Toll Brothers worth $1.03M as of Q3 2026.
  • Lebenthal Global Advisors bought 1,071 Toll Brothers shares in Q3 2026, an estimated $156K.
  • Toll Brothers made up 0.14% of Lebenthal Global Advisors's portfolio in Q3 2026, its #115 holding.
  • Lebenthal Global Advisors first reported a position in Toll Brothers in Q4 2023 and has held it in 12 quarters since.
  • Lebenthal Global Advisors's Toll Brothers position peaked at $1.09M in Q2 2026.
  • 246 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on Lebenthal Global Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.