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LifeSteps Financial’s Appian APPN Stock Holding History

LifeSteps Financial’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 		$2.91K Buy
+127
New +$2.82K ﹤0.01% 617
2024
Q2 		– Sell
-359
Closed -$14.3K – 103
2024
Q1 		$14.3K Buy
+359
New +$12.4K 0.01% 270

Other funds holding APPN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

LifeSteps Financial's APPN Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Appian (APPN) in Q2 2026: 127 shares worth $2.91K. The stake represents ﹤0.01% of the portfolio and ranks #617 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in APPN as recently as Q1 2024.

LifeSteps Financial first reported a position in APPN in Q1 2024 and has held it in 2 quarters since. The position peaked at $14.3K in Q1 2024. 17 funds tracked by Wall St. Rank hold APPN as of Q2 2026.

  • LifeSteps Financial held 127 shares of Appian worth $2.91K as of Q2 2026.
  • Appian was a new LifeSteps Financial position in Q2 2026.
  • Appian made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #617 holding.
  • LifeSteps Financial first reported a position in Appian in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Appian position peaked at $14.3K in Q1 2024.
  • 17 funds tracked by Wall St. Rank held Appian as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.