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Transamerica Financial Advisors’s Toll Brothers TOL Stock Holding History

Transamerica Financial 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 		$5.77K Sell
35
-3
-8% -$427 ﹤0.01% 1091
2026
Q1 		$5.18K Buy
38
+20
+111% +$2.94K ﹤0.01% 1036
2025
Q4 		$2.5K Buy
18
+6
+50% +$814 ﹤0.01% 1092
2025
Q3 		$1.66K Buy
+12
New +$1.57K ﹤0.01% 1077

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

Transamerica Financial Advisors's TOL Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Toll Brothers (TOL) stake by 7.9% in Q2 2026, selling an estimated $427 and leaving 35 shares worth $5.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Transamerica Financial Advisors first reported a position in TOL in Q3 2025 and has held it in 4 quarters since. 803 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Transamerica Financial Advisors held 35 shares of Toll Brothers worth $5.77K as of Q2 2026.
  • Transamerica Financial Advisors sold 3 Toll Brothers shares in Q2 2026, an estimated $427.
  • Toll Brothers made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1091 holding.
  • Transamerica Financial Advisors first reported a position in Toll Brothers in Q3 2025 and has held it in 4 quarters since.
  • 803 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.