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Regal Investment Advisors’s Toll Brothers TOL Stock Holding History

Regal Investment Advisors’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
Q1 		$3.97M Buy
29,054
+243
+0.8% +$35.7K 0.23% 114
2025
Q4 		$3.9M Sell
28,811
-1,427
-5% -$194K 0.23% 111
2025
Q3 		$4.18M Sell
30,238
-758
-2% -$98.9K 0.27% 96
2025
Q2 		$3.54M Sell
30,996
-1,690
-5% -$175K 0.27% 96
2025
Q1 		$3.45M Sell
32,686
-7,176
-18% -$862K 0.28% 97
2024
Q4 		$5.02M Sell
39,862
-106
-0.3% -$15.7K 0.38% 72
2024
Q3 		$6.17M Sell
39,968
-4,520
-10% -$613K 0.43% 62
2024
Q2 		$5.12M Buy
44,488
+508
+1% +$61.5K 0.33% 81
2024
Q1 		$5.69M Buy
43,980
+1,036
+2% +$113K 0.39% 71
2023
Q4 		$4.41M Buy
42,944
+7,798
+22% +$650K 0.33% 87
2023
Q3 		$2.6M Buy
35,146
+3,943
+13% +$311K 0.22% 125
2023
Q2 		$2.47M Sell
31,203
-6,119
-16% -$411K 0.21% 122
2023
Q1 		$2.24M Buy
37,322
+13,293
+55% +$767K 0.2% 132
2022
Q4 		$1.2M Buy
24,029
+921
+4% +$42.4K 0.12% 169
2022
Q3 		$971K Buy
+23,108
New +$1.07M 0.1% 182
2015
Q4 		– Sell
-250
Closed -$8K – 816
2015
Q3 		$8K Hold
250
– – ﹤0.01% 745
2015
Q2 		$9K Hold
250
– – ﹤0.01% 677
2015
Q1 		$10K Buy
+250
New +$9.14K ﹤0.01% 695

Other funds holding TOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Regal Investment Advisors's TOL Position: Q1 2026 in Review

Regal Investment Advisors increased its Toll Brothers (TOL) stake by 0.84% in Q1 2026, buying an estimated $35.7K and bringing the position to 29,054 shares worth $3.97M. The position accounts for 0.23% of the portfolio, ranked #114.

Regal Investment Advisors first reported a position in TOL in Q1 2015 and has held it in 18 quarters since. The position peaked at $6.17M in Q3 2024. 779 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

  • Regal Investment Advisors held 29,054 shares of Toll Brothers worth $3.97M as of Q1 2026.
  • Regal Investment Advisors bought 243 Toll Brothers shares in Q1 2026, an estimated $35.7K.
  • Toll Brothers made up 0.23% of Regal Investment Advisors's portfolio in Q1 2026, its #114 holding.
  • Regal Investment Advisors first reported a position in Toll Brothers in Q1 2015 and has held it in 18 quarters since.
  • Regal Investment Advisors's Toll Brothers position peaked at $6.17M in Q3 2024.
  • 779 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.