First Citizens Bank & Trust’s AppFolio APPF Stock Holding History

First Citizens 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	$1.48M	Buy	9,203 +4,386	+91%	+$700K	0.02%	259
2026 Q1	$760K	Sell	4,817 -278	-5%	-$52.7K	0.02%	352
2025 Q4	$1.19M	Buy	5,095 +117	+2%	+$27.8K	0.02%	273
2025 Q3	$1.37M	Buy	4,978 +422	+9%	+$114K	0.03%	246
2025 Q2	$1.05M	Buy	4,556 +3,301	+263%	+$720K	0.02%	275
2025 Q1	$276K	Buy	+1,255	New	+$288K	0.01%	396

Other funds holding APPF

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return