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PFG Private Wealth Management’s Toll Brothers TOL Stock Holding History

PFG Private Wealth Management’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 		$380K Buy
2,304
+139
+6% +$19.8K 0.16% 52
2026
Q1 		$295K Buy
2,165
+491
+29% +$72.1K 0.13% 61
2025
Q4 		$226K Buy
+1,674
New +$227K 0.1% 68
2025
Q2 		– Sell
-1,238
Closed -$131K – 234
2025
Q1 		$131K Buy
1,238
+198
+19% +$23.8K 0.07% 79
2024
Q4 		$131K Buy
1,040
+12
+1% +$1.78K 0.07% 71
2024
Q3 		$159K Sell
1,028
-105
-9% -$14.2K 0.09% 67
2024
Q2 		$130K Sell
1,133
-28
-2% -$3.39K 0.08% 71
2024
Q1 		$150K Sell
1,161
-148
-11% -$16.1K 0.09% 65
2023
Q4 		$135K Buy
1,309
+893
+215% +$74.4K 0.09% 65
2023
Q3 		$30.8K Sell
416
-635
-60% -$50.1K 0.02% 140
2023
Q2 		$83.1K Buy
+1,051
New +$70.5K 0.05% 131

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

PFG Private Wealth Management's TOL Position: Q2 2026 in Review

PFG Private Wealth Management increased its Toll Brothers (TOL) stake by 6.4% in Q2 2026, buying an estimated $19.8K and bringing the position to 2,304 shares worth $380K. The position accounts for 0.16% of the portfolio, ranked #52.

PFG Private Wealth Management first reported a position in TOL in Q2 2023 and has held it in 11 quarters since. 805 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • PFG Private Wealth Management held 2,304 shares of Toll Brothers worth $380K as of Q2 2026.
  • PFG Private Wealth Management bought 139 Toll Brothers shares in Q2 2026, an estimated $19.8K.
  • Toll Brothers made up 0.16% of PFG Private Wealth Management's portfolio in Q2 2026, its #52 holding.
  • PFG Private Wealth Management first reported a position in Toll Brothers in Q2 2023 and has held it in 11 quarters since.
  • 805 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on PFG Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.