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Sunbelt Securities’s Toll Brothers TOL Stock Holding History

Sunbelt 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
Q1 		$27K Buy
198
+7
+4% +$1.03K ﹤0.01% 1204
2025
Q4 		$25.8K Sell
191
-465
-71% -$63.1K ﹤0.01% 1184
2025
Q3 		$90.6K Buy
656
+556
+556% +$72.6K 0.01% 855
2025
Q2 		$12.6K Sell
100
-415
-81% -$43.1K ﹤0.01% 1256
2025
Q1 		$54.4K Buy
515
+415
+415% +$49.8K ﹤0.01% 886
2024
Q4 		$12.6K Sell
100
-31
-24% -$4.6K ﹤0.01% 1260
2024
Q3 		$20.2K Buy
131
+31
+31% +$4.2K ﹤0.01% 1170
2024
Q2 		$11.5K Hold
100
– – ﹤0.01% 1238
2024
Q1 		$12.9K Sell
100
-53
-35% -$5.77K ﹤0.01% 1187
2023
Q4 		$15.7K Buy
153
+53
+53% +$4.42K ﹤0.01% 1077
2023
Q3 		$7.4K Hold
100
– – ﹤0.01% 1226
2023
Q2 		$7.91K Hold
100
– – ﹤0.01% 1233
2023
Q1 		$5.87K Buy
+100
New +$5.77K ﹤0.01% 1260

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Sunbelt Securities's TOL Position: Q1 2026 in Review

Sunbelt Securities increased its Toll Brothers (TOL) stake by 3.7% in Q1 2026, buying an estimated $1.03K and bringing the position to 198 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Sunbelt Securities first reported a position in TOL in Q1 2023 and has held it in 13 quarters since. The position peaked at $90.6K in Q3 2025. 784 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

  • Sunbelt Securities held 198 shares of Toll Brothers worth $27K as of Q1 2026.
  • Sunbelt Securities bought 7 Toll Brothers shares in Q1 2026, an estimated $1.03K.
  • Toll Brothers made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1204 holding.
  • Sunbelt Securities first reported a position in Toll Brothers in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's Toll Brothers position peaked at $90.6K in Q3 2025.
  • 784 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.