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Summit Financial’s Toll Brothers TOL Stock Holding History

Summit 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
2026
Q2 		$4.37M Buy
26,535
+23,863
+893% +$3.39M 0.05% 384
2026
Q1 		$365K Buy
2,672
+745
+39% +$109K ﹤0.01% 1106
2025
Q4 		$261K Buy
1,927
+213
+12% +$28.9K ﹤0.01% 1137
2025
Q3 		$237K Buy
+1,714
New +$224K ﹤0.01% 1148

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

Summit Financial's TOL Position: Q2 2026 in Review

Summit Financial increased its Toll Brothers (TOL) stake by 893% in Q2 2026, buying an estimated $3.39M and bringing the position to 26,535 shares worth $4.37M. The position accounts for 0.05% of the portfolio, ranked #384.

Summit Financial first reported a position in TOL in Q3 2025 and has held it in 4 quarters since. 803 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Summit Financial held 26,535 shares of Toll Brothers worth $4.37M as of Q2 2026.
  • Summit Financial bought 23,863 Toll Brothers shares in Q2 2026, an estimated $3.39M.
  • Toll Brothers made up 0.05% of Summit Financial's portfolio in Q2 2026, its #384 holding.
  • Summit Financial first reported a position in Toll Brothers in Q3 2025 and has held it in 4 quarters since.
  • 803 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.