Birch Financial Group’s AppFolio APPF Stock Holding History

Birch Financial Group’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	$213K	Buy	+1,326	New	+$212K	0.11%	131

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Birch Financial Group's APPF Position: Q2 2026 in Review

Birch Financial Group opened a new position in AppFolio (APPF) in Q2 2026: 1,326 shares worth $213K. The stake represents 0.11% of the portfolio and ranks #131 among its holdings.

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

Birch Financial Group held 1,326 shares of AppFolio worth $213K as of Q2 2026.
AppFolio was a new Birch Financial Group position in Q2 2026.
AppFolio made up 0.11% of Birch Financial Group's portfolio in Q2 2026, its #131 holding.
166 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.