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Petrus Trust Company’s Toll Brothers TOL Stock Holding History

Petrus Trust Company’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
2025
Q2 		– Sell
-2,894
Closed -$306K – 726
2025
Q1 		$306K Buy
+2,894
New +$347K 0.03% 388
2024
Q3 		– Sell
-2,096
Closed -$241K – 747
2024
Q2 		$241K Buy
+2,096
New +$254K 0.02% 500
2024
Q1 		– Sell
-2,967
Closed -$305K – 788
2023
Q4 		$305K Sell
2,967
-2,566
-46% -$214K 0.03% 436
2023
Q3 		$409K Buy
5,533
+1,260
+29% +$99.5K 0.04% 251
2023
Q2 		$338K Buy
+4,273
New +$287K 0.04% 311
2023
Q1 		– Sell
-9,142
Closed -$456K – 693
2022
Q4 		$456K Buy
9,142
+1,680
+23% +$77.3K 0.06% 119
2022
Q3 		$313K Buy
7,462
+2,543
+52% +$118K 0.04% 74
2022
Q2 		$219K Buy
+4,919
New +$230K 0.03% 73
2018
Q4 		– Sell
-8,128
Closed -$268K – 303
2018
Q3 		$268K Sell
8,128
-2,534
-24% -$91.7K 0.06% 126
2018
Q2 		$394K Buy
10,662
+5,484
+106% +$225K 0.08% 70
2018
Q1 		$224K Buy
+5,178
New +$243K 0.05% 128

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Petrus Trust Company's TOL Position: Q2 2025 in Review

Petrus Trust Company sold out of Toll Brothers (TOL) in Q2 2025, closing a stake of 2,894 shares — an estimated $306K sold.

Petrus Trust Company first reported a position in TOL in Q1 2018 and held it in 11 quarters. The position peaked at $456K in Q4 2022. 661 funds tracked by Wall St. Rank hold TOL as of Q2 2025.

  • Petrus Trust Company reported no remaining Toll Brothers position as of Q2 2025 after selling out during the quarter.
  • Petrus Trust Company sold 2,894 Toll Brothers shares in Q2 2025, an estimated $306K.
  • Petrus Trust Company first reported a position in Toll Brothers in Q1 2018 and held it in 11 quarters.
  • Petrus Trust Company's Toll Brothers position peaked at $456K in Q4 2022.
  • 661 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.