Addison Advisors’s BILL Holdings BILL Stock Holding History

Addison Advisors’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	–	Sell	-165	Closed	-$6.32K	–	736
2026 Q1	$6.32K	Buy	+165	New	+$7.38K	﹤0.01%	706

Other funds holding BILL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ECH

ER Collective Holdings Washington, District of Columbia $308M AUM

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Addison Advisors's BILL Position: Q2 2026 in Review

Addison Advisors sold out of BILL Holdings (BILL) in Q2 2026, closing a stake of 165 shares — an estimated $6.32K sold.

Addison Advisors first reported a position in BILL in Q1 2026 and held it in 1 quarter. The position peaked at $6.32K in Q1 2026. 342 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

Addison Advisors reported no remaining BILL Holdings position as of Q2 2026 after selling out during the quarter.
Addison Advisors sold 165 BILL Holdings shares in Q2 2026, an estimated $6.32K.
Addison Advisors first reported a position in BILL Holdings in Q1 2026 and held it in 1 quarter.
Addison Advisors's BILL Holdings position peaked at $6.32K in Q1 2026.
342 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.