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Mechanics Bank - Trust Department’s AppFolio APPF Stock Holding History

Mechanics Bank - Trust Department’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
2025
Q4 		– Sell
-761
Closed -$210K – 206
2025
Q3 		$210K Buy
+761
New +$206K 0.03% 201

Other funds holding APPF

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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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mechanics Bank - Trust Department's APPF Position: Q4 2025 in Review

Mechanics Bank - Trust Department sold out of AppFolio (APPF) in Q4 2025, closing a stake of 761 shares — an estimated $210K sold.

Mechanics Bank - Trust Department first reported a position in APPF in Q3 2025 and held it in 1 quarter. The position peaked at $210K in Q3 2025. 403 funds tracked by Wall St. Rank hold APPF as of Q4 2025.

  • Mechanics Bank - Trust Department reported no remaining AppFolio position as of Q4 2025 after selling out during the quarter.
  • Mechanics Bank - Trust Department sold 761 AppFolio shares in Q4 2025, an estimated $210K.
  • Mechanics Bank - Trust Department first reported a position in AppFolio in Q3 2025 and held it in 1 quarter.
  • Mechanics Bank - Trust Department's AppFolio position peaked at $210K in Q3 2025.
  • 403 funds tracked by Wall St. Rank held AppFolio as of Q4 2025.

Based on Mechanics Bank - Trust Department's 13F filing for Q4 2025, filed 14 Jan 2026.