Beacon Investment Advisory Services’s AppFolio APPF Stock Holding History

Beacon Investment Advisory Services’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	$4.17K	Buy	+26	New	+$4.15K	﹤0.01%	700

Other funds holding APPF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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

Beacon Investment Advisory Services's APPF Position: Q2 2026 in Review

Beacon Investment Advisory Services opened a new position in AppFolio (APPF) in Q2 2026: 26 shares worth $4.17K. The stake represents ﹤0.01% of the portfolio and ranks #700 among its holdings.

393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

Beacon Investment Advisory Services held 26 shares of AppFolio worth $4.17K as of Q2 2026.
AppFolio was a new Beacon Investment Advisory Services position in Q2 2026.
AppFolio made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #700 holding.
393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.