Allworth Financial’s AppFolio APPF Stock Holding History

Allworth Financial’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 Q1	$33.6K	Buy	213 +48	+29%	+$9.1K	﹤0.01%	2618
2025 Q4	$38.4K	Sell	165 -5	-3%	-$1.19K	﹤0.01%	2376
2025 Q3	$46.9K	Buy	170 +38	+29%	+$10.3K	﹤0.01%	2136
2025 Q2	$30.4K	Sell	132 -30	-19%	-$6.54K	﹤0.01%	2249
2025 Q1	$38K	Buy	162 +23	+17%	+$5.28K	﹤0.01%	1689
2024 Q4	$35.8K	Buy	139 +5	+4%	+$1.17K	﹤0.01%	1754
2024 Q3	$31.5K	Hold	134	–	–	﹤0.01%	1624
2024 Q2	$35.2K	Sell	134 -2	-1%	-$466	﹤0.01%	1544
2024 Q1	$33.6K	Buy	136 +3	+2%	+$647	﹤0.01%	1479
2023 Q4	$23K	Buy	133 +10	+8%	+$1.87K	﹤0.01%	1570
2023 Q3	$22.5K	Hold	123	–	–	﹤0.01%	1449
2023 Q2	$21.2K	Sell	123 -21	-15%	-$3.06K	﹤0.01%	1498
2023 Q1	$17.9K	Buy	144 +51	+55%	+$6.15K	﹤0.01%	1521
2022 Q4	$9.8K	Buy	93 +3	+3%	+$334	﹤0.01%	1694
2022 Q3	$9K	Hold	90	–	–	﹤0.01%	1688
2022 Q2	$8K	Sell	90 -17	-16%	-$1.71K	﹤0.01%	1618
2022 Q1	$12K	Buy	+107	New	+$12.3K	﹤0.01%	1424

Other funds holding APPF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return