James T. Borello RIA
TOL icon

James T. Borello RIA’s Toll Brothers TOL Stock Holding History

James T. Borello RIA’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 		$8.36K Sell
62
-4
-6% -$581 ﹤0.01% 647
2026
Q2 		$10.9K Buy
66
+42
+175% +$5.97K ﹤0.01% 571
2026
Q1 		$3.28K Buy
24
+17
+243% +$2.5K ﹤0.01% 857
2025
Q4 		$947 Buy
+7
New +$950 ﹤0.01% 879

Other funds holding TOL

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Trail Ridge Investment Advisors
Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
ShariaPortfolio
ShariaPortfolio Lake Mary, Florida $284M AUM 32.6% 1-Year Est. Return

James T. Borello RIA's TOL Position: Q3 2026 in Review

James T. Borello RIA reduced its Toll Brothers (TOL) stake by 6.1% in Q3 2026, selling an estimated $581 and leaving 62 shares worth $8.36K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

James T. Borello RIA first reported a position in TOL in Q4 2025 and has held it in 4 quarters since. The position peaked at $10.9K in Q2 2026. 108 funds tracked by Wall St. Rank hold TOL as of Q3 2026.

  • James T. Borello RIA held 62 shares of Toll Brothers worth $8.36K as of Q3 2026.
  • James T. Borello RIA sold 4 Toll Brothers shares in Q3 2026, an estimated $581.
  • Toll Brothers made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #647 holding.
  • James T. Borello RIA first reported a position in Toll Brothers in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's Toll Brothers position peaked at $10.9K in Q2 2026.
  • 108 funds tracked by Wall St. Rank held Toll Brothers as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.