Truist Financial
APPF icon

Truist Financial’s AppFolio APPF Stock Holding History

Truist Financial’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 		$842K Buy
5,252
+154
+3% +$24.6K ﹤0.01% 1877
2026
Q1 		$805K Buy
5,098
+1,599
+46% +$303K ﹤0.01% 1823
2025
Q4 		$814K Sell
3,499
-429
-11% -$102K ﹤0.01% 1780
2025
Q3 		$1.08M Buy
3,928
+43
+1% +$11.6K ﹤0.01% 1627
2025
Q2 		$895K Buy
3,885
+253
+7% +$55.1K ﹤0.01% 1646
2025
Q1 		$799K Buy
3,632
+1,131
+45% +$259K ﹤0.01% 1631
2024
Q4 		$617K Sell
2,501
-39
-2% -$9.13K ﹤0.01% 1762
2024
Q3 		$598K Buy
2,540
+73
+3% +$17.1K ﹤0.01% 1770
2024
Q2 		$603K Buy
2,467
+280
+13% +$65.2K ﹤0.01% 1859
2024
Q1 		$540K Sell
2,187
-32
-1% -$6.9K ﹤0.01% 1922
2023
Q4 		$384K Sell
2,219
-50
-2% -$9.37K ﹤0.01% 2145
2023
Q3 		$414K Sell
2,269
-28
-1% -$5.08K ﹤0.01% 2022
2023
Q2 		$395K Sell
2,297
-107
-4% -$15.6K ﹤0.01% 2098
2023
Q1 		$299K Sell
2,404
-52
-2% -$6.27K ﹤0.01% 2254
2022
Q4 		$259K Buy
+2,456
New +$273K ﹤0.01% 2297
2021
Q1 		– Sell
-1,583
Closed -$285K – 2625
2020
Q4 		$285K Buy
1,583
+66
+4% +$10.6K ﹤0.01% 2190
2020
Q3 		$215K Sell
1,517
-2,047
-57% -$315K ﹤0.01% 2226
2020
Q2 		$580K Buy
3,564
+33
+0.9% +$4.32K ﹤0.01% 1543
2020
Q1 		$392K Sell
3,531
-593
-14% -$70.7K ﹤0.01% 1692
2019
Q4 		$453K Buy
+4,124
New +$421K ﹤0.01% 1924

Other funds holding APPF

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Truist Financial's APPF Position: Q2 2026 in Review

Truist Financial increased its AppFolio (APPF) stake by 3% in Q2 2026, buying an estimated $24.6K and bringing the position to 5,252 shares worth $842K. The position accounts for ﹤0.01% of the portfolio, ranked #1877.

Truist Financial first reported a position in APPF in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.08M in Q3 2025. 153 funds tracked by Wall St. Rank hold APPF as of Q2 2026.

  • Truist Financial held 5,252 shares of AppFolio worth $842K as of Q2 2026.
  • Truist Financial bought 154 AppFolio shares in Q2 2026, an estimated $24.6K.
  • AppFolio made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1877 holding.
  • Truist Financial first reported a position in AppFolio in Q4 2019 and has held it in 20 quarters since.
  • Truist Financial's AppFolio position peaked at $1.08M in Q3 2025.
  • 153 funds tracked by Wall St. Rank held AppFolio as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.