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Pinnacle Wealth Planning Services’s AppFolio APPF Stock Holding History

Pinnacle Wealth Planning 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
Q1 		$9.31K Buy
59
+3
+5% +$568 ﹤0.01% 2029
2025
Q4 		$13K Buy
+56
New +$13.3K ﹤0.01% 1907
2021
Q1 		– Sell
-296
Closed -$53K – 441
2020
Q4 		$53K Buy
+296
New +$47.4K 0.01% 767

Other funds holding APPF

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
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 $2.9T AUM 29.55% 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

Pinnacle Wealth Planning Services's APPF Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its AppFolio (APPF) stake by 5.4% in Q1 2026, buying an estimated $568 and bringing the position to 59 shares worth $9.31K. The position accounts for ﹤0.01% of the portfolio, ranked #2029.

Pinnacle Wealth Planning Services first reported a position in APPF in Q4 2020 and has held it in 3 quarters since. The position peaked at $53K in Q4 2020. 396 funds tracked by Wall St. Rank hold APPF as of Q1 2026.

  • Pinnacle Wealth Planning Services held 59 shares of AppFolio worth $9.31K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 3 AppFolio shares in Q1 2026, an estimated $568.
  • AppFolio made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2029 holding.
  • Pinnacle Wealth Planning Services first reported a position in AppFolio in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's AppFolio position peaked at $53K in Q4 2020.
  • 396 funds tracked by Wall St. Rank held AppFolio as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.