Newbridge Financial Services Group’s Toll Brothers TOL Stock Holding History

Newbridge Financial Services 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 Q2	$20.9K	Hold	127	–	–	﹤0.01%	700
2026 Q1	$17.3K	Hold	127	–	–	﹤0.01%	672
2025 Q4	$17.2K	Buy	+127	New	+$17.2K	﹤0.01%	674
2024 Q2	–	Sell	-6	Closed	-$776	–	1227
2024 Q1	$776	Sell	6 -95	-94%	-$10.3K	﹤0.01%	1063
2023 Q4	$10.4K	Hold	101	–	–	0.01%	727
2023 Q3	$7.47K	Hold	101	–	–	﹤0.01%	879
2023 Q2	$7.99K	Hold	101	–	–	﹤0.01%	936
2023 Q1	$6.06K	Hold	101	–	–	﹤0.01%	1022
2022 Q4	$5.04K	Sell	101 -100	-50%	-$4.6K	﹤0.01%	1066
2022 Q3	$8K	Hold	201	–	–	﹤0.01%	951
2022 Q2	$9K	Sell	201 -500	-71%	-$23.4K	0.01%	900
2022 Q1	$33K	Sell	701 -974	-58%	-$54.6K	0.02%	580
2021 Q4	$121K	Buy	1,675 +1,175	+235%	+$75.5K	0.06%	270
2021 Q3	$28K	Hold	500	–	–	0.02%	575
2021 Q2	$29K	Hold	500	–	–	0.02%	659
2021 Q1	$28K	Hold	500	–	–	0.02%	602
2020 Q4	$22K	Hold	500	–	–	0.02%	516
2020 Q3	$24K	Buy	+500	New	+$20.2K	0.02%	463

Other funds holding TOL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Newbridge Financial Services Group's TOL Position: Q2 2026 in Review

Newbridge Financial Services Group held its Toll Brothers (TOL) position steady in Q2 2026 at 127 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Newbridge Financial Services Group first reported a position in TOL in Q3 2020 and has held it in 18 quarters since. The position peaked at $121K in Q4 2021. 805 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

Newbridge Financial Services Group held 127 shares of Toll Brothers worth $20.9K as of Q2 2026.
Newbridge Financial Services Group left its Toll Brothers share count unchanged in Q2 2026.
Toll Brothers made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #700 holding.
Newbridge Financial Services Group first reported a position in Toll Brothers in Q3 2020 and has held it in 18 quarters since.
Newbridge Financial Services Group's Toll Brothers position peaked at $121K in Q4 2021.
805 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.