UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in TOL — Toll Brothers, Inc.

CIK 1463217 IRVING, TX

Position in TOL

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$625,720

-$180,408 QoQ

Shares Held

3,798

-35.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#408

of 799 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $8,539,815 across 7 Residential Construction names. TOL ranks #5 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	25,499	$4,153,277
2	PHM	Pultegroup Inc/Mi/	10,480	$1,437,960
3	LEN	Lennar Corp /New/	14,062	$1,272,470
4	NVR	Nvr Inc	112	$763,100
5	TOL	Toll Brothers, Inc. This page	3,798	$625,720
6	KBH	Kb Home	4,590	$287,288
7			5,097	$0

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$625,720	3,798	-35.7%	Shares	Defined	2026-08-17
2026-03-31	$806,128	5,907	+113.2%	Shares	Defined	2026-05-15
2025-12-31	$374,694	2,771	+10.1%	Shares	Defined	2026-02-17
2025-09-30	$347,560	2,516	-4.7%	Shares	Defined	2025-11-14
2025-06-30	$301,417	2,641	+11.2%	Shares	Defined	2025-08-11
2025-03-31	$250,881	2,376	-4.7%	Shares	Defined	2025-05-13
2024-12-31	$313,867	2,492	+6.3%	Shares	Defined	2025-02-13
2024-09-30	$362,279	2,345	-10.3%	Shares	Defined	2024-11-12
2024-06-30	$301,080	2,614	-2.3%	Shares	Defined	2024-08-14
2024-03-31	$346,194	2,676	-7.6%	Shares	Defined	2024-05-15
2023-12-31	$297,577	2,895	—	Shares	Defined	2024-02-14
No filing history on record for this holder in this stock.