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Poinciana Advisors Group’s Toll Brothers TOL Stock Holding History

Poinciana Advisors Group’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 		$242K Hold
1,470
– – 0.18% 93
2026
Q1 		$201K Buy
+1,470
New +$216K 0.16% 126
2025
Q4 		– Sell
-1,482
Closed -$205K – 146
2025
Q3 		$205K Buy
+1,482
New +$193K 0.17% 119

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
Walleye Capital
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

Poinciana Advisors Group's TOL Position: Q2 2026 in Review

Poinciana Advisors Group held its Toll Brothers (TOL) position steady in Q2 2026 at 1,470 shares worth $242K. The position accounts for 0.18% of the portfolio, ranked #93.

Poinciana Advisors Group first reported a position in TOL in Q3 2025 and has held it in 3 quarters since. 420 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Poinciana Advisors Group held 1,470 shares of Toll Brothers worth $242K as of Q2 2026.
  • Poinciana Advisors Group left its Toll Brothers share count unchanged in Q2 2026.
  • Toll Brothers made up 0.18% of Poinciana Advisors Group's portfolio in Q2 2026, its #93 holding.
  • Poinciana Advisors Group first reported a position in Toll Brothers in Q3 2025 and has held it in 3 quarters since.
  • 420 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.