Crews Bank & Trust’s Appian APPN Stock Holding History

Crews Bank & 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 Q2	–	Sell	-300	Closed	-$7.23K	–	666
2026 Q1	$7.23K	Hold	300	–	–	﹤0.01%	568
2025 Q4	$10.6K	Hold	300	–	–	﹤0.01%	516
2025 Q3	$9.17K	Hold	300	–	–	﹤0.01%	529
2025 Q2	$8.96K	Hold	300	–	–	﹤0.01%	528
2025 Q1	$8.64K	Hold	300	–	–	﹤0.01%	519
2024 Q4	$9.89K	Buy	+300	New	+$10.7K	﹤0.01%	499

Other funds holding APPN

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Fivespan Partners San Francisco, California $424M AUM

LECM

Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return

RFM

RPD Fund Management New York $218M AUM 48.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Crews Bank & Trust's APPN Position: Q2 2026 in Review

Crews Bank & Trust sold out of Appian (APPN) in Q2 2026, closing a stake of 300 shares — an estimated $7.23K sold.

Crews Bank & Trust first reported a position in APPN in Q4 2024 and held it in 6 quarters. The position peaked at $10.6K in Q4 2025. 213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

Crews Bank & Trust reported no remaining Appian position as of Q2 2026 after selling out during the quarter.
Crews Bank & Trust sold 300 Appian shares in Q2 2026, an estimated $7.23K.
Crews Bank & Trust first reported a position in Appian in Q4 2024 and held it in 6 quarters.
Crews Bank & Trust's Appian position peaked at $10.6K in Q4 2025.
213 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.