LFA
TOL icon

LGT Financial Advisors’s Toll Brothers TOL Stock Holding History

LGT 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 		$9K Hold
55
– – 0.05% 141
2026
Q1 		$7.45K Buy
55
+1
+2% +$147 0.04% 165
2025
Q4 		$7.37K Hold
54
– – 0.05% 165
2025
Q3 		$7.51K Hold
54
– – 0.02% 261
2025
Q2 		$6.19K Hold
54
– – 0.02% 264
2025
Q1 		$5.71K Sell
54
-286
-84% -$34.3K 0.02% 213
2024
Q4 		$42.8K Sell
340
-9
-3% -$1.34K 0.09% 171
2024
Q3 		$53.9K Sell
349
-120
-26% -$16.3K 0.13% 110
2024
Q2 		$54K Buy
469
+309
+193% +$37.4K 0.11% 154
2024
Q1 		$20.7K Hold
160
– – 0.02% 356
2023
Q4 		$16.4K Buy
+160
New +$13.3K 0.02% 389

Other funds holding TOL

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

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

LGT Financial Advisors held its Toll Brothers (TOL) position steady in Q2 2026 at 55 shares worth $9K. The position accounts for 0.05% of the portfolio, ranked #141.

LGT Financial Advisors first reported a position in TOL in Q4 2023 and has held it in 11 quarters since. The position peaked at $54K in Q2 2024. 318 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • LGT Financial Advisors held 55 shares of Toll Brothers worth $9K as of Q2 2026.
  • LGT Financial Advisors left its Toll Brothers share count unchanged in Q2 2026.
  • Toll Brothers made up 0.05% of LGT Financial Advisors's portfolio in Q2 2026, its #141 holding.
  • LGT Financial Advisors first reported a position in Toll Brothers in Q4 2023 and has held it in 11 quarters since.
  • LGT Financial Advisors's Toll Brothers position peaked at $54K in Q2 2024.
  • 318 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

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