AF
BILL icon

Allworth Financial’s BILL Holdings BILL Stock Holding History

Allworth 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 		$23.9K Sell
624
-32
-5% -$1.43K ﹤0.01% 2863
2025
Q4 		$35.8K Sell
656
-6
-0.9% -$308 ﹤0.01% 2427
2025
Q3 		$35.1K Buy
662
+35
+6% +$1.63K ﹤0.01% 2349
2025
Q2 		$29K Buy
627
+5
+0.8% +$221 ﹤0.01% 2278
2025
Q1 		$27.9K Buy
622
+181
+41% +$12.2K ﹤0.01% 1872
2024
Q4 		$40.5K Sell
441
-16
-4% -$1.19K ﹤0.01% 1685
2024
Q3 		$24.1K Buy
457
+372
+438% +$19.2K ﹤0.01% 1794
2024
Q2 		$4.56K Sell
85
-11
-11% -$622 ﹤0.01% 2563
2024
Q1 		$6.6K Sell
96
-96
-50% -$6.71K ﹤0.01% 2290
2023
Q4 		$15.7K Sell
192
-23
-11% -$1.89K ﹤0.01% 1777
2023
Q3 		$23.3K Buy
215
+8
+4% +$910 ﹤0.01% 1427
2023
Q2 		$24.2K Buy
207
+190
+1,118% +$18K ﹤0.01% 1426
2023
Q1 		$1.38K Hold
17
– – ﹤0.01% 2549
2022
Q4 		$1.85K Sell
17
-142
-89% -$17K ﹤0.01% 2268
2022
Q3 		$21K Buy
159
+36
+29% +$5.17K ﹤0.01% 1269
2022
Q2 		$14K Buy
123
+19
+18% +$2.77K ﹤0.01% 1388
2022
Q1 		$24K Buy
104
+102
+5,100% +$21.3K ﹤0.01% 1173
2021
Q4 		$0 Sell
2
-40
-95% -$11.3K ﹤0.01% 1930
2021
Q3 		$11K Buy
+42
New +$9.69K ﹤0.01% 1261

Other funds holding BILL

ECH
ER Collective Holdings Washington, District of Columbia $326M AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return