PFBT
APPF icon

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
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
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 $3.37T AUM 44.26% 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

Parkside Financial Bank & Trust's APPF Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its AppFolio (APPF) stake by 16% in Q1 2026, buying an estimated $1.71K and bringing the position to 66 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1570.

Parkside Financial Bank & Trust first reported a position in APPF in Q3 2024 and has held it in 7 quarters since. The position peaked at $13.3K in Q4 2025. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Parkside Financial Bank & Trust held 66 shares of AppFolio worth $10.4K as of Q1 2026.
  • Parkside Financial Bank & Trust bought 9 AppFolio shares in Q1 2026, an estimated $1.71K.
  • AppFolio made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1570 holding.
  • Parkside Financial Bank & Trust first reported a position in AppFolio in Q3 2024 and has held it in 7 quarters since.
  • Parkside Financial Bank & Trust's AppFolio position peaked at $13.3K in Q4 2025.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.