KAS
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Kestra Advisory Services’s AppFolio APPF Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-311
Closed -$72.4K – 3173
2025
Q4 		$72.4K Buy
+311
New +$73.9K ﹤0.01% 3679

Other funds holding APPF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kestra Advisory Services's APPF Position: Q1 2026 in Review

Kestra Advisory Services sold out of AppFolio (APPF) in Q1 2026, closing a stake of 311 shares — an estimated $72.4K sold.

Kestra Advisory Services first reported a position in APPF in Q4 2025 and held it in 1 quarter. The position peaked at $72.4K in Q4 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Kestra Advisory Services reported no remaining AppFolio position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 311 AppFolio shares in Q1 2026, an estimated $72.4K.
  • Kestra Advisory Services first reported a position in AppFolio in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's AppFolio position peaked at $72.4K in Q4 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.