MBT
TOL icon

Montecito Bank & Trust’s Toll Brothers TOL Stock Holding History

Montecito Bank & Trust’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 		$275K Sell
1,671
-135
-7% -$19.2K 0.04% 244
2026
Q1 		$246K Sell
1,806
-192
-10% -$28.2K 0.04% 249
2025
Q4 		$270K Buy
1,998
+67
+3% +$9.1K 0.04% 247
2025
Q3 		$267K Buy
+1,931
New +$252K 0.04% 254
2025
Q1 		$201K Sell
1,905
-196
-9% -$23.5K 0.04% 275
2024
Q4 		$265K Buy
2,101
+595
+40% +$88.4K 0.05% 250
2024
Q3 		$233K Buy
+1,506
New +$204K 0.04% 265

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Montecito Bank & Trust's TOL Position: Q2 2026 in Review

Montecito Bank & Trust reduced its Toll Brothers (TOL) stake by 7.5% in Q2 2026, selling an estimated $19.2K and leaving 1,671 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #244.

Montecito Bank & Trust first reported a position in TOL in Q3 2024 and has held it in 7 quarters since. 802 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Montecito Bank & Trust held 1,671 shares of Toll Brothers worth $275K as of Q2 2026.
  • Montecito Bank & Trust sold 135 Toll Brothers shares in Q2 2026, an estimated $19.2K.
  • Toll Brothers made up 0.04% of Montecito Bank & Trust's portfolio in Q2 2026, its #244 holding.
  • Montecito Bank & Trust first reported a position in Toll Brothers in Q3 2024 and has held it in 7 quarters since.
  • 802 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.