Fiduciary Trust’s AppFolio APPF Stock Holding History

Fiduciary Trust’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	$217K	Sell	1,355 -5	-0.4%	-$798	﹤0.01%	852
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

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 $3.38T AUM 44.17% 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

Fiduciary Trust's APPF Position: Q2 2026 in Review

Fiduciary Trust reduced its AppFolio (APPF) stake by 0.37% in Q2 2026, selling an estimated $798 and leaving 1,355 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Fiduciary Trust first reported a position in APPF in Q1 2025 and has held it in 6 quarters since. The position peaked at $405K in Q3 2025. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

Fiduciary Trust held 1,355 shares of AppFolio worth $217K as of Q2 2026.
Fiduciary Trust sold 5 AppFolio shares in Q2 2026, an estimated $798.
AppFolio made up ﹤0.01% of Fiduciary Trust's portfolio in Q2 2026, its #852 holding.
Fiduciary Trust first reported a position in AppFolio in Q1 2025 and has held it in 6 quarters since.
Fiduciary Trust's AppFolio position peaked at $405K in Q3 2025.
394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.