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Phoenix Financial’s Toll Brothers TOL Stock Holding History

Phoenix Financial’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
-18,959
Closed -$2M – 450
2025
Q1 		$2M Sell
18,959
-3,199
-14% -$384K 0.03% 178
2024
Q4 		$2.79M Buy
22,158
+8,770
+66% +$1.3M 0.04% 174
2024
Q3 		$2.07M Buy
+13,388
New +$1.82M 0.03% 181

Other funds holding TOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Phoenix Financial's TOL Position: Q2 2025 in Review

Phoenix Financial sold out of Toll Brothers (TOL) in Q2 2025, closing a stake of 18,959 shares — an estimated $2M sold.

Phoenix Financial first reported a position in TOL in Q3 2024 and held it in 3 quarters. The position peaked at $2.79M in Q4 2024. 660 funds tracked by Wall St. Rank hold TOL as of Q2 2025.

  • Phoenix Financial reported no remaining Toll Brothers position as of Q2 2025 after selling out during the quarter.
  • Phoenix Financial sold 18,959 Toll Brothers shares in Q2 2025, an estimated $2M.
  • Phoenix Financial first reported a position in Toll Brothers in Q3 2024 and held it in 3 quarters.
  • Phoenix Financial's Toll Brothers position peaked at $2.79M in Q4 2024.
  • 660 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2025.

Based on Phoenix Financial's 13F filing for Q2 2025, filed 30 Jul 2025.