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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

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

JFS Wealth Advisors's APPF Position: Q2 2026 in Review

JFS Wealth Advisors increased its AppFolio (APPF) stake by 400% in Q2 2026, buying an estimated $639 and bringing the position to 5 shares worth $802. The position accounts for ﹤0.01% of the portfolio, ranked #1859.

JFS Wealth Advisors first reported a position in APPF in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.09K in Q4 2025. 393 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • JFS Wealth Advisors held 5 shares of AppFolio worth $802 as of Q2 2026.
  • JFS Wealth Advisors bought 4 AppFolio shares in Q2 2026, an estimated $639.
  • AppFolio made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1859 holding.
  • JFS Wealth Advisors first reported a position in AppFolio in Q3 2024 and has held it in 8 quarters since.
  • JFS Wealth Advisors's AppFolio position peaked at $2.09K in Q4 2025.
  • 393 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.