Birch Financial Group
APPF icon

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
Q3 		$236K Sell
1,177
-149
-11% -$29.6K 0.11% 115
2026
Q2 		$213K Buy
+1,326
New +$212K 0.11% 131

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Brown Capital Management
Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

Birch Financial Group's APPF Position: Q3 2026 in Review

Birch Financial Group reduced its AppFolio (APPF) stake by 11% in Q3 2026, selling an estimated $29.6K and leaving 1,177 shares worth $236K. The position accounts for 0.11% of the portfolio, ranked #115.

Birch Financial Group first reported a position in APPF in Q2 2026 and has held it in 2 quarters since. 189 funds tracked by Wall St. Rank hold APPF as of Q3 2026.

  • Birch Financial Group held 1,177 shares of AppFolio worth $236K as of Q3 2026.
  • Birch Financial Group sold 149 AppFolio shares in Q3 2026, an estimated $29.6K.
  • AppFolio made up 0.11% of Birch Financial Group's portfolio in Q3 2026, its #115 holding.
  • Birch Financial Group first reported a position in AppFolio in Q2 2026 and has held it in 2 quarters since.
  • 189 funds tracked by Wall St. Rank held AppFolio as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.