UMB Bank’s Toll Brothers TOL Stock Holding History

UMB Bank’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	$180K	Buy	1,322 +94	+8%	+$13.8K	﹤0.01%	727
2025 Q4	$166K	Buy	1,228 +111	+10%	+$15.1K	﹤0.01%	730
2025 Q3	$154K	Buy	1,117 +16	+1%	+$2.09K	﹤0.01%	696
2025 Q2	$126K	Buy	1,101 +151	+16%	+$15.7K	﹤0.01%	745
2025 Q1	$100K	Buy	950 +431	+83%	+$51.7K	﹤0.01%	762
2024 Q4	$65.4K	Buy	519 +248	+92%	+$36.8K	﹤0.01%	807
2024 Q3	$41.9K	Buy	271 +207	+323%	+$28.1K	﹤0.01%	932
2024 Q2	$7.37K	Buy	64 +38	+146%	+$4.6K	﹤0.01%	1330
2024 Q1	$3.36K	Buy	+26	New	+$2.83K	﹤0.01%	1424
2022 Q3	–	Sell	-185	Closed	-$8K	–	1968
2022 Q2	$8K	Sell	185 -508	-73%	-$23.8K	﹤0.01%	1465
2022 Q1	$32K	Buy	693 +670	+2,913%	+$37.5K	﹤0.01%	1089
2021 Q4	$2K	Buy	+23	New	+$1.48K	﹤0.01%	1852

Other funds holding TOL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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