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TD Private Client Wealth’s AppFolio APPF Stock Holding History

TD Private Client Wealth’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 		– Sell
-45
Closed -$7.1K – 1704
2026
Q1 		$7.1K Sell
45
-143
-76% -$27.1K ﹤0.01% 1142
2025
Q4 		$43.7K Buy
188
+55
+41% +$13.1K ﹤0.01% 904
2025
Q3 		$36.7K Buy
133
+127
+2,117% +$34.3K ﹤0.01% 903
2025
Q2 		$1.38K Buy
+6
New +$1.31K ﹤0.01% 1262
2024
Q4 		– Sell
-5
Closed -$1.18K – 1317
2024
Q3 		$1.18K Hold
5
– – ﹤0.01% 1224
2024
Q2 		$1.22K Hold
5
– – ﹤0.01% 1160
2024
Q1 		$1.23K Buy
+5
New +$1.08K ﹤0.01% 1162

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

TD Private Client Wealth's APPF Position: Q2 2026 in Review

TD Private Client Wealth sold out of AppFolio (APPF) in Q2 2026, closing a stake of 45 shares — an estimated $7.1K sold.

TD Private Client Wealth first reported a position in APPF in Q1 2024 and held it in 7 quarters. The position peaked at $43.7K in Q4 2025. 395 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • TD Private Client Wealth reported no remaining AppFolio position as of Q2 2026 after selling out during the quarter.
  • TD Private Client Wealth sold 45 AppFolio shares in Q2 2026, an estimated $7.1K.
  • TD Private Client Wealth first reported a position in AppFolio in Q1 2024 and held it in 7 quarters.
  • TD Private Client Wealth's AppFolio position peaked at $43.7K in Q4 2025.
  • 395 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.