Patriot Financial Group Insurance Agency’s Toll Brothers TOL Stock Holding History

Patriot Financial Group Insurance Agency’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	$247K	Sell	1,499 -2,303	-61%	-$328K	0.03%	434
2026 Q1	$519K	Buy	3,802 +1,801	+90%	+$264K	0.03%	435
2025 Q4	$271K	Sell	2,001 -1,000	-33%	-$136K	0.03%	411
2025 Q3	$415K	Buy	+3,001	New	+$392K	0.05%	322
2022 Q3	–	Sell	-200	Closed	-$9K	–	1819
2022 Q2	$9K	Hold	200	–	–	﹤0.01%	1313
2022 Q1	$9K	Hold	200	–	–	﹤0.01%	1417
2021 Q4	$14K	Hold	200	–	–	﹤0.01%	1361
2021 Q3	$11K	Hold	200	–	–	﹤0.01%	1451
2021 Q2	$12K	Hold	200	–	–	﹤0.01%	1390
2021 Q1	$11K	Buy	+200	New	+$10.5K	﹤0.01%	1333

Other funds holding TOL

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TOL Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Toll Brothers (TOL) stake by 61% in Q2 2026, selling an estimated $328K and leaving 1,499 shares worth $247K. The position accounts for 0.03% of the portfolio, ranked #434.

Patriot Financial Group Insurance Agency first reported a position in TOL in Q1 2021 and has held it in 10 quarters since. The position peaked at $519K in Q1 2026. 392 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

Patriot Financial Group Insurance Agency held 1,499 shares of Toll Brothers worth $247K as of Q2 2026.
Patriot Financial Group Insurance Agency sold 2,303 Toll Brothers shares in Q2 2026, an estimated $328K.
Toll Brothers made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #434 holding.
Patriot Financial Group Insurance Agency first reported a position in Toll Brothers in Q1 2021 and has held it in 10 quarters since.
Patriot Financial Group Insurance Agency's Toll Brothers position peaked at $519K in Q1 2026.
392 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.