OMC Financial Services
TOL icon

OMC Financial Services’s Toll Brothers TOL Stock Holding History

OMC Financial Services’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 		$2.27M Sell
16,853
-2,025
-11% -$294K 1.3% 22
2026
Q2 		$3.11M Sell
18,878
-40
-0.2% -$5.69K 1.03% 28
2026
Q1 		$2.58M Hold
18,918
– – 1% 27
2025
Q4 		$2.56M Buy
18,918
+1,288
+7% +$175K 0.95% 26
2025
Q3 		$2.44M Hold
17,630
– – 0.9% 29
2025
Q2 		$2.01M Sell
17,630
-752
-4% -$78K 0.82% 31
2025
Q1 		$1.94M Sell
18,382
-119
-0.6% -$14.3K 0.87% 29
2024
Q4 		$2.33M Buy
+18,501
New +$2.75M 0.99% 21

Other funds holding TOL

GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Anchor Capital Advisors
Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return

OMC Financial Services's TOL Position: Q3 2026 in Review

OMC Financial Services reduced its Toll Brothers (TOL) stake by 11% in Q3 2026, selling an estimated $294K and leaving 16,853 shares worth $2.27M. The position accounts for 1.3% of the portfolio, ranked #22.

OMC Financial Services first reported a position in TOL in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.11M in Q2 2026. 433 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

  • OMC Financial Services held 16,853 shares of Toll Brothers worth $2.27M as of Q3 2026.
  • OMC Financial Services sold 2,025 Toll Brothers shares in Q3 2026, an estimated $294K.
  • Toll Brothers made up 1.3% of OMC Financial Services's portfolio in Q3 2026, its #22 holding.
  • OMC Financial Services first reported a position in Toll Brothers in Q4 2024 and has held it in 8 quarters since.
  • OMC Financial Services's Toll Brothers position peaked at $3.11M in Q2 2026.
  • 433 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on OMC Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.