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Integrated Wealth Concepts’s AppFolio APPF Stock Holding History

Integrated Wealth Concepts’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 		$35.6K Buy
+222
New +$35.4K ﹤0.01% 3635

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

Integrated Wealth Concepts's APPF Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in AppFolio (APPF) in Q2 2026: 222 shares worth $35.6K. The stake represents ﹤0.01% of the portfolio and ranks #3635 among its holdings.

393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Integrated Wealth Concepts held 222 shares of AppFolio worth $35.6K as of Q2 2026.
  • AppFolio was a new Integrated Wealth Concepts position in Q2 2026.
  • AppFolio made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3635 holding.
  • 393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.