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Bay Harbor Wealth Management’s AppFolio APPF Stock Holding History

Bay Harbor Wealth Management’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 		– Sell
-1
Closed -$232 – 1300
2025
Q4 		$232 Hold
1
– – ﹤0.01% 1092
2025
Q3 		$275 Buy
+1
New +$270 ﹤0.01% 941
2025
Q2 		– Sell
-1
Closed -$219 – 1274
2025
Q1 		$219 Buy
+1
New +$229 ﹤0.01% 637

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
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
NCM
Nellore Capital Management Redwood City, California $901M AUM 6.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bay Harbor Wealth Management's APPF Position: Q1 2026 in Review

Bay Harbor Wealth Management sold out of AppFolio (APPF) in Q1 2026, closing a stake of 1 share — an estimated $232 sold.

Bay Harbor Wealth Management first reported a position in APPF in Q1 2025 and held it in 3 quarters. The position peaked at $275 in Q3 2025. 399 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Bay Harbor Wealth Management reported no remaining AppFolio position as of Q1 2026 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 1 AppFolio share in Q1 2026, an estimated $232.
  • Bay Harbor Wealth Management first reported a position in AppFolio in Q1 2025 and held it in 3 quarters.
  • Bay Harbor Wealth Management's AppFolio position peaked at $275 in Q3 2025.
  • 399 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.