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LRI Investments’s Toll Brothers TOL Stock Holding History

LRI Investments’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 		$1.48K Buy
+9
New +$1.28K ﹤0.01% 1304

Other funds holding TOL

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

LRI Investments's TOL Position: Q2 2026 in Review

LRI Investments opened a new position in Toll Brothers (TOL) in Q2 2026: 9 shares worth $1.48K. The stake represents ﹤0.01% of the portfolio and ranks #1304 among its holdings.

298 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • LRI Investments held 9 shares of Toll Brothers worth $1.48K as of Q2 2026.
  • Toll Brothers was a new LRI Investments position in Q2 2026.
  • Toll Brothers made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1304 holding.
  • 298 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.