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Principal Securities’s Toll Brothers TOL Stock Holding History

Principal Securities’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 		$207K Buy
+1,258
New +$179K ﹤0.01% 1501
2025
Q4 		– Sell
-752
Closed -$104K – 3325
2025
Q3 		$104K Buy
752
+207
+38% +$27K ﹤0.01% 1581
2025
Q2 		$62.1K Buy
545
+4
+0.7% +$415 ﹤0.01% 1769
2025
Q1 		$68.1K Hold
541
– – ﹤0.01% 1612
2024
Q4 		$68.1K Buy
541
+109
+25% +$16.2K ﹤0.01% 1610
2024
Q3 		$66.7K Buy
432
+168
+64% +$22.8K ﹤0.01% 1570
2024
Q2 		$30.4K Buy
264
+108
+69% +$13.1K ﹤0.01% 1854
2024
Q1 		$20.2K Buy
156
+48
+44% +$5.22K ﹤0.01% 1996
2023
Q4 		$11.1K Buy
+108
New +$9K ﹤0.01% 2191

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

Principal Securities's TOL Position: Q2 2026 in Review

Principal Securities opened a new position in Toll Brothers (TOL) in Q2 2026: 1,258 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #1501 among its holdings. This is a return to the name: Principal Securities previously reported a position in TOL as recently as Q3 2025.

Principal Securities first reported a position in TOL in Q4 2023 and has held it in 9 quarters since. 806 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Principal Securities held 1,258 shares of Toll Brothers worth $207K as of Q2 2026.
  • Toll Brothers was a new Principal Securities position in Q2 2026.
  • Toll Brothers made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1501 holding.
  • Principal Securities first reported a position in Toll Brothers in Q4 2023 and has held it in 9 quarters since.
  • 806 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.