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Parkside Financial Bank & Trust’s AppFolio APPF Stock Holding History

Parkside Financial Bank & Trust’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 		$12.5K Buy
78
+12
+18% +$1.92K ﹤0.01% 1582
2026
Q1 		$10.4K Buy
66
+9
+16% +$1.71K ﹤0.01% 1570
2025
Q4 		$13.3K Buy
57
+37
+185% +$8.79K ﹤0.01% 1459
2025
Q3 		$5.51K Buy
20
+7
+54% +$1.89K ﹤0.01% 1711
2025
Q2 		$2.99K Sell
13
-5
-28% -$1.09K ﹤0.01% 1867
2025
Q1 		$3.96K Buy
18
+17
+1,700% +$3.9K ﹤0.01% 1706
2024
Q4 		$247 Hold
1
– – ﹤0.01% 2021
2024
Q3 		$236 Buy
+1
New +$234 ﹤0.01% 1977

Other funds holding APPF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $931M AUM 4.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
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

Parkside Financial Bank & Trust's APPF Position: Q2 2026 in Review

Parkside Financial Bank & Trust increased its AppFolio (APPF) stake by 18% in Q2 2026, buying an estimated $1.92K and bringing the position to 78 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1582.

Parkside Financial Bank & Trust first reported a position in APPF in Q3 2024 and has held it in 8 quarters since. The position peaked at $13.3K in Q4 2025. 394 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Parkside Financial Bank & Trust held 78 shares of AppFolio worth $12.5K as of Q2 2026.
  • Parkside Financial Bank & Trust bought 12 AppFolio shares in Q2 2026, an estimated $1.92K.
  • AppFolio made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #1582 holding.
  • Parkside Financial Bank & Trust first reported a position in AppFolio in Q3 2024 and has held it in 8 quarters since.
  • Parkside Financial Bank & Trust's AppFolio position peaked at $13.3K in Q4 2025.
  • 394 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.