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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
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 $5.72T AUM 30.48% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

SYM Financial Corp's TOL Position: Q1 2026 in Review

SYM Financial Corp reduced its Toll Brothers (TOL) stake by 0.28% in Q1 2026, selling an estimated $1.32K and leaving 3,195 shares worth $436K. The position accounts for 0.04% of the portfolio, ranked #154.

SYM Financial Corp first reported a position in TOL in Q2 2025 and has held it in 4 quarters since. The position peaked at $445K in Q2 2025. 779 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

  • SYM Financial Corp held 3,195 shares of Toll Brothers worth $436K as of Q1 2026.
  • SYM Financial Corp sold 9 Toll Brothers shares in Q1 2026, an estimated $1.32K.
  • Toll Brothers made up 0.04% of SYM Financial Corp's portfolio in Q1 2026, its #154 holding.
  • SYM Financial Corp first reported a position in Toll Brothers in Q2 2025 and has held it in 4 quarters since.
  • SYM Financial Corp's Toll Brothers position peaked at $445K in Q2 2025.
  • 779 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.