Abound Wealth Management’s AppFolio APPF Stock Holding History

Abound Wealth Management’s Portfolio APPF Stock Details APPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$963	Buy	6 +2	+50%	+$319	﹤0.01%	826
2026 Q1	$632	Hold	4	–	–	﹤0.01%	1030
2025 Q4	$931	Hold	4	–	–	﹤0.01%	910
2025 Q3	$1.1K	Hold	4	–	–	﹤0.01%	862
2025 Q2	$922	Hold	4	–	–	﹤0.01%	813
2025 Q1	$880	Hold	4	–	–	﹤0.01%	767
2024 Q4	$987	Hold	4	–	–	﹤0.01%	736
2024 Q3	$942	Hold	4	–	–	﹤0.01%	787
2024 Q2	$979	Hold	4	–	–	﹤0.01%	729
2024 Q1	$987	Hold	4	–	–	﹤0.01%	779
2023 Q4	$693	Hold	4	–	–	﹤0.01%	850
2023 Q3	$731	Hold	4	–	–	﹤0.01%	748
2023 Q2	$689	Hold	4	–	–	﹤0.01%	778
2023 Q1	$498	Hold	4	–	–	﹤0.01%	673
2022 Q4	$422	Hold	4	–	–	﹤0.01%	671
2022 Q3	$419	Buy	+4	New	+$408	﹤0.01%	668

Other funds holding APPF

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return