JFS Wealth Advisors’s AppFolio APPF Stock Holding History

JFS Wealth Advisors’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	$802	Buy	5 +4	+400%	+$639	﹤0.01%	1859
2026 Q1	$158	Sell	1 -8	-89%	-$1.52K	﹤0.01%	1829
2025 Q4	$2.09K	Buy	9 +5	+125%	+$1.19K	﹤0.01%	1534
2025 Q3	$1.1K	Hold	4	–	–	﹤0.01%	1603
2025 Q2	$922	Hold	4	–	–	﹤0.01%	1590
2025 Q1	$880	Hold	4	–	–	﹤0.01%	1668
2024 Q4	$987	Buy	4 +2	+100%	+$468	﹤0.01%	1676
2024 Q3	$471	Buy	+2	New	+$468	﹤0.01%	1804

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

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 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