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LifeSteps Financial’s Toll Brothers TOL Stock Holding History

LifeSteps 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 		$58.7K Buy
+356
New +$50.6K 0.03% 200
2024
Q2 		– Sell
-74
Closed -$9.57K – 372
2024
Q1 		$9.57K Buy
+74
New +$8.05K 0.01% 300

Other funds holding TOL

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

LifeSteps Financial's TOL Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Toll Brothers (TOL) in Q2 2026: 356 shares worth $58.7K. The stake represents 0.03% of the portfolio and ranks #200 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in TOL as recently as Q1 2024.

LifeSteps Financial first reported a position in TOL in Q1 2024 and has held it in 2 quarters since. 142 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • LifeSteps Financial held 356 shares of Toll Brothers worth $58.7K as of Q2 2026.
  • Toll Brothers was a new LifeSteps Financial position in Q2 2026.
  • Toll Brothers made up 0.03% of LifeSteps Financial's portfolio in Q2 2026, its #200 holding.
  • LifeSteps Financial first reported a position in Toll Brothers in Q1 2024 and has held it in 2 quarters since.
  • 142 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.