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Wedmont Private Capital’s Toll Brothers TOL Stock Holding History

Wedmont Private Capital’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 		$558K Buy
4,136
+2,218
+116% +$322K 0.01% 554
2026
Q2 		$287K Buy
+1,918
New +$273K 0.01% 754
2026
Q1 		– Sell
-1,500
Closed -$202K – 880
2025
Q4 		$202K Buy
+1,500
New +$204K 0.01% 785

Other funds holding TOL

NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Wedmont Private Capital's TOL Position: Q3 2026 in Review

Wedmont Private Capital increased its Toll Brothers (TOL) stake by 116% in Q3 2026, buying an estimated $322K and bringing the position to 4,136 shares worth $558K. The position accounts for 0.01% of the portfolio, ranked #554.

Wedmont Private Capital first reported a position in TOL in Q4 2025 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

  • Wedmont Private Capital held 4,136 shares of Toll Brothers worth $558K as of Q3 2026.
  • Wedmont Private Capital bought 2,218 Toll Brothers shares in Q3 2026, an estimated $322K.
  • Toll Brothers made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #554 holding.
  • Wedmont Private Capital first reported a position in Toll Brothers in Q4 2025 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.