Advisornet Financial’s BILL Holdings BILL Stock Holding History

Advisornet Financial’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 Q1	–	Sell	-6	Closed	-$327	–	2268
2025 Q4	$327	Buy	+6	New	+$308	﹤0.01%	2129
2025 Q2	–	Sell	-1	Closed	-$46	–	2246
2025 Q1	$46	Sell	1 -14	-93%	-$941	﹤0.01%	2143
2024 Q4	$1.27K	Sell	15 -10	-40%	-$746	﹤0.01%	1671
2024 Q3	$1.32K	Sell	25 -70	-74%	-$3.6K	﹤0.01%	1865
2024 Q2	$5K	Sell	95 -21	-18%	-$1.19K	﹤0.01%	1463
2024 Q1	$7.97K	Sell	116 -81	-41%	-$5.66K	﹤0.01%	1353
2023 Q4	$16.1K	Sell	197 -186	-49%	-$15.3K	﹤0.01%	1165
2023 Q3	$41.6K	Buy	383 +56	+17%	+$6.37K	﹤0.01%	841
2023 Q2	$38.2K	Buy	327 +6	+2%	+$570	﹤0.01%	890
2023 Q1	$26K	Sell	321 -191	-37%	-$17.7K	﹤0.01%	984
2022 Q4	$55.8K	Buy	512 +200	+64%	+$24K	0.01%	759
2022 Q3	$41K	Buy	312 +200	+179%	+$28.7K	﹤0.01%	905
2022 Q2	$12K	Buy	112 +111	+11,100%	+$16.2K	﹤0.01%	1282
2022 Q1	$0	Buy	+1	New	+$209	﹤0.01%	2010

Other funds holding BILL

ER Collective Holdings Washington, District of Columbia $326M AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return