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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
Q2 		$9.3K Sell
58
-1
-2% -$160 ﹤0.01% 2092
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 $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 $3.37T AUM 44.26% 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

Pinnacle Wealth Planning Services's APPF Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its AppFolio (APPF) stake by 1.7% in Q2 2026, selling an estimated $160 and leaving 58 shares worth $9.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2092.

Pinnacle Wealth Planning Services first reported a position in APPF in Q4 2020 and has held it in 4 quarters since. The position peaked at $53K in Q4 2020. 395 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Pinnacle Wealth Planning Services held 58 shares of AppFolio worth $9.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 1 AppFolio share in Q2 2026, an estimated $160.
  • AppFolio made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2092 holding.
  • Pinnacle Wealth Planning Services first reported a position in AppFolio in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's AppFolio position peaked at $53K in Q4 2020.
  • 395 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.