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Lloyd Advisory Services’s AppFolio APPF Stock Holding History

Lloyd 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
Q2 		– Sell
-12
Closed -$1.89K – 652
2026
Q1 		$1.89K Buy
+12
New +$2.27K ﹤0.01% 673

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ACM
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Vanguard Capital Management
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State Street
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William Blair Investment Management
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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

Lloyd Advisory Services's APPF Position: Q2 2026 in Review

Lloyd Advisory Services sold out of AppFolio (APPF) in Q2 2026, closing a stake of 12 shares — an estimated $1.89K sold.

Lloyd Advisory Services first reported a position in APPF in Q1 2026 and held it in 1 quarter. The position peaked at $1.89K in Q1 2026. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Lloyd Advisory Services reported no remaining AppFolio position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 12 AppFolio shares in Q2 2026, an estimated $1.89K.
  • Lloyd Advisory Services first reported a position in AppFolio in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's AppFolio position peaked at $1.89K in Q1 2026.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.