Mather Group’s Toll Brothers TOL Stock Holding History

Mather Group’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	$221K	Sell	1,643 -157	-9%	-$22.8K	﹤0.01%	766
2026 Q2	$297K	Buy	1,800 +1,544	+603%	+$220K	﹤0.01%	675
2026 Q1	$34.9K	Buy	+256	New	+$37.6K	﹤0.01%	1140
2025 Q4	–	Sell	-65	Closed	-$8.98K	–	1556
2025 Q3	$8.98K	Buy	+65	New	+$8.48K	﹤0.01%	1288
2025 Q2	–	Sell	-65	Closed	-$6.88K	–	1621
2025 Q1	$6.88K	Hold	65	–	–	﹤0.01%	1339
2024 Q4	$8.19K	Hold	65	–	–	﹤0.01%	1282
2024 Q3	$10K	Hold	65	–	–	﹤0.01%	1181
2024 Q2	$8.41K	Hold	65	–	–	﹤0.01%	1494
2024 Q1	$6.68K	Buy	+65	New	+$7.07K	﹤0.01%	1293

Other funds holding TOL

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Mather Group's TOL Position: Q3 2026 in Review

Mather Group reduced its Toll Brothers (TOL) stake by 8.7% in Q3 2026, selling an estimated $22.8K and leaving 1,643 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Mather Group first reported a position in TOL in Q1 2024 and has held it in 9 quarters since. The position peaked at $297K in Q2 2026. 117 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

Mather Group held 1,643 shares of Toll Brothers worth $221K as of Q3 2026.
Mather Group sold 157 Toll Brothers shares in Q3 2026, an estimated $22.8K.
Toll Brothers made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #766 holding.
Mather Group first reported a position in Toll Brothers in Q1 2024 and has held it in 9 quarters since.
Mather Group's Toll Brothers position peaked at $297K in Q2 2026.
117 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.