FBT
APPF icon

First Bank & Trust’s AppFolio APPF Stock Holding History

First Bank & 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 		$261K Sell
1,628
-148
-8% -$23.6K 0.04% 237
2026
Q1 		$280K Buy
1,776
+362
+26% +$68.6K 0.05% 210
2025
Q4 		$329K Buy
1,414
+114
+9% +$27.1K 0.05% 196
2025
Q3 		$358K Sell
1,300
-7
-0.5% -$1.89K 0.06% 180
2025
Q2 		$301K Buy
1,307
+104
+9% +$22.7K 0.05% 189
2025
Q1 		$265K Buy
1,203
+30
+3% +$6.88K 0.05% 189
2024
Q4 		$289K Hold
1,173
– – 0.06% 185
2024
Q3 		$276K Sell
1,173
-17
-1% -$3.98K 0.05% 195
2024
Q2 		$291K Sell
1,190
-15
-1% -$3.5K 0.06% 178
2024
Q1 		$297K Buy
+1,205
New +$260K 0.06% 175

Other funds holding APPF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
CWM
Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return