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Summit Trail Advisors, LLC

SEC CIK
0001698478
Latest filing
Aug 11, 2026

TOL holding history

Toll Brothers, Inc. in every 13F filed by Summit Trail Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TOL overviewAll 13F holders of TOLFull Q2 2026 holdings

Shares (Q2 2026)
14,370
Value
$2.37M
% of portfolio
<0.1%
Quarters held
6
Since Q3 2024
Holdings of TOL by Summit Trail Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,370$2.37M<0.1%−599−4.0%ReducedHolders
Q1 202614,969$2.04M<0.1%+6,667+80.3%AddedHolders
Q4 20258,302$1.12M<0.1%+1,436+20.9%AddedHolders
Q3 20256,866$948.5K<0.1%+2,039+42.2%AddedHolders
Q2 20254,827$550.9K<0.1%+4,827NewHolders
Q4 20240$00.0%−1,334−100.0%Sold outHolders
Q3 20241,334$206.1K<0.1%+1,334NewHolders