Fiduciary Trust’s AppFolio APPF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$215K Sell
1,360
-107
-7% -$20.3K ﹤0.01% 830
2025
Q4
$341K Sell
1,467
-3
-0.2% -$713 ﹤0.01% 676
2025
Q3
$405K Hold
1,470
﹤0.01% 611
2025
Q2
$338K Buy
1,470
+6
+0.4% +$1.31K ﹤0.01% 642
2025
Q1
$322K Buy
+1,464
New +$336K ﹤0.01% 647

Other funds holding APPF

Fiduciary Trust's APPF Position: Q1 2026 in Review

Fiduciary Trust reduced its AppFolio (APPF) stake by 7.3% in Q1 2026, selling an estimated $20.3K and leaving 1,360 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Fiduciary Trust first reported a position in APPF in Q1 2025 and has held it in 5 quarters since. The position peaked at $405K in Q3 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Fiduciary Trust held 1,360 shares of AppFolio worth $215K as of Q1 2026.
  • Fiduciary Trust sold 107 AppFolio shares in Q1 2026, an estimated $20.3K.
  • AppFolio made up ﹤0.01% of Fiduciary Trust's portfolio in Q1 2026, its #830 holding.
  • Fiduciary Trust first reported a position in AppFolio in Q1 2025 and has held it in 5 quarters since.
  • Fiduciary Trust's AppFolio position peaked at $405K in Q3 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.