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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

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 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. 182 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.
  • 182 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.