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Avion Wealth’s AppFolio APPF Stock Holding History

Avion Wealth’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 		$1K Buy
+8
New +$1.28K ﹤0.01% 1173
2023
Q3 		– Sell
-3
Closed – – 797
2023
Q2 		$0 Buy
+3
New +$437 ﹤0.01% 704

Other funds holding APPF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $901M AUM 6.86% 1-Year Est. Return

Avion Wealth's APPF Position: Q2 2026 in Review

Avion Wealth opened a new position in AppFolio (APPF) in Q2 2026: 8 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1173 among its holdings. This is a return to the name: Avion Wealth previously reported a position in APPF as recently as Q2 2023.

Avion Wealth first reported a position in APPF in Q2 2023 and has held it in 2 quarters since. 395 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Avion Wealth held 8 shares of AppFolio worth $1K as of Q2 2026.
  • AppFolio was a new Avion Wealth position in Q2 2026.
  • AppFolio made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1173 holding.
  • Avion Wealth first reported a position in AppFolio in Q2 2023 and has held it in 2 quarters since.
  • 395 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.