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Sovereign Financial Group’s Toll Brothers TOL Stock Holding History

Sovereign Financial 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 		$623K Buy
3,780
+29
+0.8% +$4.13K 0.1% 187
2026
Q1 		$512K Sell
3,751
-19
-0.5% -$2.79K 0.09% 200
2025
Q4 		$510K Buy
3,770
+11
+0.3% +$1.49K 0.09% 192
2025
Q3 		$519K Sell
3,759
-4
-0.1% -$522 0.1% 183
2025
Q2 		$429K Buy
3,763
+993
+36% +$103K 0.09% 199
2025
Q1 		$292K Buy
2,770
+474
+21% +$56.9K 0.07% 232
2024
Q4 		$289K Buy
2,296
+325
+16% +$48.3K 0.07% 236
2024
Q3 		$305K Buy
+1,971
New +$267K 0.07% 226

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

Sovereign Financial Group's TOL Position: Q2 2026 in Review

Sovereign Financial Group increased its Toll Brothers (TOL) stake by 0.77% in Q2 2026, buying an estimated $4.13K and bringing the position to 3,780 shares worth $623K. The position accounts for 0.1% of the portfolio, ranked #187.

Sovereign Financial Group first reported a position in TOL in Q3 2024 and has held it in 8 quarters since. 802 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Sovereign Financial Group held 3,780 shares of Toll Brothers worth $623K as of Q2 2026.
  • Sovereign Financial Group bought 29 Toll Brothers shares in Q2 2026, an estimated $4.13K.
  • Toll Brothers made up 0.1% of Sovereign Financial Group's portfolio in Q2 2026, its #187 holding.
  • Sovereign Financial Group first reported a position in Toll Brothers in Q3 2024 and has held it in 8 quarters since.
  • 802 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.