Hickory Point Bank & Trust TOL — TOLL BROS INC COM

Ownership history in Hickory Point Bank & Trust  ·  7 quarters on record

AI Ownership Summary

Hickory Point Bank & Trust reported TOLL BROS INC COM (TOL) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.24% in 2024 Q4. The latest visible filing shows TOL at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TOL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hickory Point Bank & Trust's position in TOLL BROS INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TOL was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TOL stock page Hickory Point Bank & Trust fund profile Hickory Point Bank & Trust full holdings
How Hickory Point Bank & Trust held TOL — position size vs. price
% of Fund (quarterly)    TOL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 2,246 — 0% 0.22% $370K 2026-07-17 $150.76
2026 Q1 REDUCED — — — 2,246 -50 -2.2% 0.20% $307K 2026-04-03 $135.34
2025 Q4 UNCHANGED — — — 2,296 — 0% 0.23% $310K 2026-01-12 $146.42
2025 Q3 UNCHANGED — — — 2,296 — 0% 0.24% $317K 2025-10-06 $139.70
2025 Q2 ADDED — — — 2,296 +140 +6.5% 0.21% $262K 2025-07-08 $115.90
2025 Q1 UNCHANGED — — — 2,156 — 0% 0.20% $228K 2025-04-14 $93.32
2024 Q4 INITIATED — — — 2,156 — — 0.24% $272K 2025-02-05 $133.33

🏢 Other funds also holding TOL

As of 2026 Q2 — sorted by position size

Byrne Asset Management LLC 3Y 1.34% WINCAP FINANCIAL LLC 0.7% Cypress Capital, LLC 3Y 7Y 0.52% VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 3Y 7Y 0.39% Hilltop National Bank 0.29% Northstar Advisory Group, LLC 3Y 0.29% MOODY ALDRICH PARTNERS LLC 3Y 7Y 0.29% Polianta Ltd 3Y 7Y 0.25% Oak Asset Management, LLC 3Y 7Y 0.24% Kaufman Rossin Wealth, LLC 0.22%

FAQ About Hickory Point Bank & Trust and TOL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hickory Point Bank & Trust reported owning TOL?

Hickory Point Bank & Trust reported TOL across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported TOL position in Hickory Point Bank & Trust's portfolio?

The largest reported portfolio weight for TOL was 0.24% in 2024 Q4.

What is the latest reported TOL position on this page?

The most recent filing on this page is 2026 Q2, when Hickory Point Bank & Trust reported 2,246 shares, equal to 0.22% of portfolio, with an estimated market value of $370K.

What does the chart on this TOL ownership page compare?

The chart compares Hickory Point Bank & Trust's quarterly TOL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Hickory Point Bank & Trust time their TOL position?

Based on 13F filing dates vs. subsequent TOL price moves, Hickory Point Bank & Trust correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on TOL relative to SPY over the holding period was -6.8%.

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