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SYM Financial Corp’s Toll Brothers TOL Stock Holding History

SYM Financial Corp’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 		$561K Buy
3,404
+209
+7% +$29.7K 0.05% 129
2026
Q1 		$436K Sell
3,195
-9
-0.3% -$1.32K 0.04% 154
2025
Q4 		$433K Buy
3,204
+38
+1% +$5.16K 0.04% 149
2025
Q3 		$437K Sell
3,166
-730
-19% -$95.3K 0.05% 135
2025
Q2 		$445K Buy
+3,896
New +$404K 0.05% 139

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

SYM Financial Corp's TOL Position: Q2 2026 in Review

SYM Financial Corp increased its Toll Brothers (TOL) stake by 6.5% in Q2 2026, buying an estimated $29.7K and bringing the position to 3,404 shares worth $561K. The position accounts for 0.05% of the portfolio, ranked #129.

SYM Financial Corp first reported a position in TOL in Q2 2025 and has held it in 5 quarters since. 806 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • SYM Financial Corp held 3,404 shares of Toll Brothers worth $561K as of Q2 2026.
  • SYM Financial Corp bought 209 Toll Brothers shares in Q2 2026, an estimated $29.7K.
  • Toll Brothers made up 0.05% of SYM Financial Corp's portfolio in Q2 2026, its #129 holding.
  • SYM Financial Corp first reported a position in Toll Brothers in Q2 2025 and has held it in 5 quarters since.
  • 806 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.