APFP
BILL icon

Action Point Financial Planning’s BILL Holdings BILL Stock Holding History

Action Point Financial Planning’s Portfolio BILL Stock Details BILL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$940 Buy
+27
New +$995 ﹤0.01% 2503

Other funds holding BILL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECH
ER Collective Holdings Washington, District of Columbia $308M AUM
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Action Point Financial Planning's BILL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in BILL Holdings (BILL) in Q2 2026: 27 shares worth $940. The stake represents ﹤0.01% of the portfolio and ranks #2503 among its holdings.

337 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • Action Point Financial Planning held 27 shares of BILL Holdings worth $940 as of Q2 2026.
  • BILL Holdings was a new Action Point Financial Planning position in Q2 2026.
  • BILL Holdings made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2503 holding.
  • 337 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.