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Keating Financial Advisory Services’s Appian APPN Stock Holding History

Keating Financial Advisory Services’s Portfolio APPN Stock Details APPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$802 Hold
35
– – ﹤0.01% 2232
2026
Q1 		$844 Hold
35
– – ﹤0.01% 2129
2025
Q4 		$1.24K Buy
+35
New +$1.25K ﹤0.01% 1731

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RFM
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Vanguard Capital Management
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Keating Financial Advisory Services's APPN Position: Q2 2026 in Review

Keating Financial Advisory Services held its Appian (APPN) position steady in Q2 2026 at 35 shares worth $802. The position accounts for ﹤0.01% of the portfolio, ranked #2232.

Keating Financial Advisory Services first reported a position in APPN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.24K in Q4 2025. 213 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • Keating Financial Advisory Services held 35 shares of Appian worth $802 as of Q2 2026.
  • Keating Financial Advisory Services left its Appian share count unchanged in Q2 2026.
  • Appian made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2232 holding.
  • Keating Financial Advisory Services first reported a position in Appian in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Appian position peaked at $1.24K in Q4 2025.
  • 213 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.