Steward Partners Investment Advisory, LLC
Position in TOL — Toll Brothers, Inc.
CIK 1723397
STAMFORD, CT
Position in TOL
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,806,589
-$35,783 QoQ
Shares Held
13,238
-2.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TOL Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $6,357,959 across 13 Residential Construction names. TOL ranks #1 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
This page
|
13,238 | $1,806,589 | |
| 2 | MHO |
M/I Homes, Inc.
|
9,847 | $1,205,765 | |
| 3 | DHI |
Horton D R Inc /De/
|
8,569 | $1,175,838 | |
| 4 | PHM |
Pultegroup Inc/Mi/
|
7,788 | $915,946 | |
| 5 | LEN |
Lennar Corp /New/
|
8,530 | $740,745 | |
| 6 | IBP |
Installed Building Products, Inc.
|
769 | $203,900 | |
| 7 | KBH |
Kb Home
|
2,675 | $138,431 | |
| 8 | NVR |
Nvr Inc
|
14 | $92,257 |
All Filings in TOL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,806,589 | 13,238 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,842,372 | 13,625 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,099,589 | 15,199 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,294,348 | 11,341 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,181,235 | 11,187 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,795,082 | 22,192 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,572,749 | 29,599 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,542,368 | 22,073 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,174,968 | 16,812 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $163,538 | 1,591 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $219,069 | 2,962 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $29,255 | 370 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $22,211 | 370 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $18,470 | 370 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $15,540 | 370 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $16,858 | 378 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $66,157 | 1,407 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $74,706 | 1,032 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $45,614 | 825 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $46,479 | 804 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $62,629 | 1,104 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $34,819 | 801 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $38,928 | 800 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $9,777 | 300 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $5,775 | 300 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||