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Three Bearings Fiduciary Advisors’s Toll Brothers TOL Stock Holding History

Three Bearings Fiduciary 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 		$3.13K Hold
19
– – ﹤0.01% 185
2026
Q1 		$2.59K Hold
19
– – ﹤0.01% 195
2025
Q4 		$2.75K Buy
+19
New +$2.58K ﹤0.01% 203

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

Three Bearings Fiduciary Advisors's TOL Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Toll Brothers (TOL) position steady in Q2 2026 at 19 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #185.

Three Bearings Fiduciary Advisors first reported a position in TOL in Q4 2025 and has held it in 3 quarters since. 420 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 19 shares of Toll Brothers worth $3.13K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its Toll Brothers share count unchanged in Q2 2026.
  • Toll Brothers made up ﹤0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #185 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Toll Brothers in Q4 2025 and has held it in 3 quarters since.
  • 420 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.