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Bank of Jackson Hole Trust’s Appian APPN Stock Holding History

Bank of Jackson Hole Trust’s Portfolio APPN Stock Details APPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.78K Buy
281
+105
+60% +$2.85K ﹤0.01% 422
2025
Q4 		$6.23K Sell
176
-160
-48% -$5.7K ﹤0.01% 429
2025
Q3 		$10.3K Hold
336
– – 0.01% 375
2025
Q2 		$10K Hold
336
– – 0.01% 372
2025
Q1 		$10.9K Hold
336
– – 0.01% 369
2024
Q4 		$11.1K Buy
+336
New +$12K 0.01% 363

Other funds holding APPN

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RFM
RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return
FP
Fivespan Partners San Francisco, California $377M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of Jackson Hole Trust's APPN Position: Q1 2026 in Review

Bank of Jackson Hole Trust increased its Appian (APPN) stake by 60% in Q1 2026, buying an estimated $2.85K and bringing the position to 281 shares worth $6.78K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Bank of Jackson Hole Trust first reported a position in APPN in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.1K in Q4 2024. 207 funds tracked by Wall St. Rank hold APPN as of Q1 2026.

  • Bank of Jackson Hole Trust held 281 shares of Appian worth $6.78K as of Q1 2026.
  • Bank of Jackson Hole Trust bought 105 Appian shares in Q1 2026, an estimated $2.85K.
  • Appian made up ﹤0.01% of Bank of Jackson Hole Trust's portfolio in Q1 2026, its #422 holding.
  • Bank of Jackson Hole Trust first reported a position in Appian in Q4 2024 and has held it in 6 quarters since.
  • Bank of Jackson Hole Trust's Appian position peaked at $11.1K in Q4 2024.
  • 207 funds tracked by Wall St. Rank held Appian as of Q1 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q1 2026, filed 12 May 2026.