SYM Financial Corp
TOL icon

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
Q3 		$453K Sell
3,365
-39
-1% -$5.67K 0.03% 182
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

GA
Greenhaven Associates Purchase, New York $7.96B AUM 12.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Anchor Capital Advisors
Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SYM Financial Corp's TOL Position: Q3 2026 in Review

SYM Financial Corp reduced its Toll Brothers (TOL) stake by 1.1% in Q3 2026, selling an estimated $5.67K and leaving 3,365 shares worth $453K. The position accounts for 0.03% of the portfolio, ranked #182.

SYM Financial Corp first reported a position in TOL in Q2 2025 and has held it in 6 quarters since. The position peaked at $561K in Q2 2026. 365 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

  • SYM Financial Corp held 3,365 shares of Toll Brothers worth $453K as of Q3 2026.
  • SYM Financial Corp sold 39 Toll Brothers shares in Q3 2026, an estimated $5.67K.
  • Toll Brothers made up 0.03% of SYM Financial Corp's portfolio in Q3 2026, its #182 holding.
  • SYM Financial Corp first reported a position in Toll Brothers in Q2 2025 and has held it in 6 quarters since.
  • SYM Financial Corp's Toll Brothers position peaked at $561K in Q2 2026.
  • 365 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.