BSC
APPF icon

BOLTON SECURITIES CORPORATION’s AppFolio APPF Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$1.2K Hold
6
– – ﹤0.01% 2153
2026
Q2 		$962 Buy
+6
New +$958 ﹤0.01% 2144

Other funds holding APPF

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Life Cycle Investment Partners
Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's APPF Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its AppFolio (APPF) position steady in Q3 2026 at 6 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2153.

BOLTON SECURITIES CORPORATION first reported a position in APPF in Q2 2026 and has held it in 2 quarters since. 268 funds tracked by Wall St. Rank hold APPF as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 6 shares of AppFolio worth $1.2K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its AppFolio share count unchanged in Q3 2026.
  • AppFolio made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #2153 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in AppFolio in Q2 2026 and has held it in 2 quarters since.
  • 268 funds tracked by Wall St. Rank held AppFolio as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.