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American National Bank & Trust’s AppFolio APPF Stock Holding History

American National Bank & Trust’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
Q3 		$7.42K Sell
37
-32
-46% -$6.35K ﹤0.01% 499
2026
Q2 		$11.1K Buy
69
+14
+25% +$2.23K ﹤0.01% 479
2026
Q1 		$8.68K Buy
55
+29
+112% +$5.5K ﹤0.01% 494
2025
Q4 		$6.05K Buy
+26
New +$6.18K ﹤0.01% 554

Other funds holding APPF

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

American National Bank & Trust's APPF Position: Q3 2026 in Review

American National Bank & Trust reduced its AppFolio (APPF) stake by 46% in Q3 2026, selling an estimated $6.35K and leaving 37 shares worth $7.42K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

American National Bank & Trust first reported a position in APPF in Q4 2025 and has held it in 4 quarters since. The position peaked at $11.1K in Q2 2026. 11 funds tracked by Wall St. Rank hold APPF as of Q3 2026.

  • American National Bank & Trust held 37 shares of AppFolio worth $7.42K as of Q3 2026.
  • American National Bank & Trust sold 32 AppFolio shares in Q3 2026, an estimated $6.35K.
  • AppFolio made up ﹤0.01% of American National Bank & Trust's portfolio in Q3 2026, its #499 holding.
  • American National Bank & Trust first reported a position in AppFolio in Q4 2025 and has held it in 4 quarters since.
  • American National Bank & Trust's AppFolio position peaked at $11.1K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held AppFolio as of Q3 2026.

Based on American National Bank & Trust's 13F filing for Q3 2026, filed 7 Oct 2026.