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 Q3	$1K	Hold	8	–	–	﹤0.01%	1145
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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return

Avion Wealth's APPF Position: Q3 2026 in Review

Avion Wealth held its AppFolio (APPF) position steady in Q3 2026 at 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

Avion Wealth first reported a position in APPF in Q2 2023 and has held it in 3 quarters since. 240 funds tracked by Wall St. Rank hold APPF as of Q3 2026.

Avion Wealth held 8 shares of AppFolio worth $1K as of Q3 2026.
Avion Wealth left its AppFolio share count unchanged in Q3 2026.
AppFolio made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #1145 holding.
Avion Wealth first reported a position in AppFolio in Q2 2023 and has held it in 3 quarters since.
240 funds tracked by Wall St. Rank held AppFolio as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.