AF
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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
Q2 		$19K Sell
526
-98
-16% -$3.61K ﹤0.01% 3240
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

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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Allworth Financial's BILL Position: Q2 2026 in Review

Allworth Financial reduced its BILL Holdings (BILL) stake by 16% in Q2 2026, selling an estimated $3.61K and leaving 526 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #3240.

Allworth Financial first reported a position in BILL in Q3 2021 and has held it in 20 quarters since. The position peaked at $40.5K in Q4 2024. 341 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • Allworth Financial held 526 shares of BILL Holdings worth $19K as of Q2 2026.
  • Allworth Financial sold 98 BILL Holdings shares in Q2 2026, an estimated $3.61K.
  • BILL Holdings made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3240 holding.
  • Allworth Financial first reported a position in BILL Holdings in Q3 2021 and has held it in 20 quarters since.
  • Allworth Financial's BILL Holdings position peaked at $40.5K in Q4 2024.
  • 341 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.