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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
Q3 		$225K Hold
1,671
– – 0.03% 259
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

NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Montecito Bank & Trust's TOL Position: Q3 2026 in Review

Montecito Bank & Trust held its Toll Brothers (TOL) position steady in Q3 2026 at 1,671 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #259.

Montecito Bank & Trust first reported a position in TOL in Q3 2024 and has held it in 8 quarters since. The position peaked at $275K in Q2 2026. 23 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

  • Montecito Bank & Trust held 1,671 shares of Toll Brothers worth $225K as of Q3 2026.
  • Montecito Bank & Trust left its Toll Brothers share count unchanged in Q3 2026.
  • Toll Brothers made up 0.03% of Montecito Bank & Trust's portfolio in Q3 2026, its #259 holding.
  • Montecito Bank & Trust first reported a position in Toll Brothers in Q3 2024 and has held it in 8 quarters since.
  • Montecito Bank & Trust's Toll Brothers position peaked at $275K in Q2 2026.
  • 23 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on Montecito Bank & Trust's 13F filing for Q3 2026, filed 1 Oct 2026.