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Summit Place Financial Advisors’s Toll Brothers TOL Stock Holding History

Summit Place Financial 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
Q2 		$2.49M Buy
15,115
+800
+6% +$114K 1.09% 38
2026
Q1 		$1.95M Buy
14,315
+1,425
+11% +$209K 0.94% 38
2025
Q4 		$1.74M Buy
12,890
+6,075
+89% +$825K 0.84% 44
2025
Q3 		$941K Buy
+6,815
New +$890K 0.44% 65

Other funds holding TOL

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Summit Place Financial Advisors's TOL Position: Q2 2026 in Review

Summit Place Financial Advisors increased its Toll Brothers (TOL) stake by 5.6% in Q2 2026, buying an estimated $114K and bringing the position to 15,115 shares worth $2.49M. The position accounts for 1.09% of the portfolio, ranked #38.

Summit Place Financial Advisors first reported a position in TOL in Q3 2025 and has held it in 4 quarters since. 261 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Summit Place Financial Advisors held 15,115 shares of Toll Brothers worth $2.49M as of Q2 2026.
  • Summit Place Financial Advisors bought 800 Toll Brothers shares in Q2 2026, an estimated $114K.
  • Toll Brothers made up 1.09% of Summit Place Financial Advisors's portfolio in Q2 2026, its #38 holding.
  • Summit Place Financial Advisors first reported a position in Toll Brothers in Q3 2025 and has held it in 4 quarters since.
  • 261 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.