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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
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
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

First Bank & Trust's APPF Position: Q2 2026 in Review

First Bank & Trust reduced its AppFolio (APPF) stake by 8.3% in Q2 2026, selling an estimated $23.6K and leaving 1,628 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #237.

First Bank & Trust first reported a position in APPF in Q1 2024 and has held it in 10 quarters since. The position peaked at $358K in Q3 2025. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • First Bank & Trust held 1,628 shares of AppFolio worth $261K as of Q2 2026.
  • First Bank & Trust sold 148 AppFolio shares in Q2 2026, an estimated $23.6K.
  • AppFolio made up 0.04% of First Bank & Trust's portfolio in Q2 2026, its #237 holding.
  • First Bank & Trust first reported a position in AppFolio in Q1 2024 and has held it in 10 quarters since.
  • First Bank & Trust's AppFolio position peaked at $358K in Q3 2025.
  • 393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on First Bank & Trust's 13F filing for Q2 2026, filed 9 Jul 2026.