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Benjamin Edwards Inc’s BILL Holdings BILL Stock Holding History

Benjamin Edwards Inc’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
2025
Q3 		– Sell
-4,870
Closed -$225K – 1300
2025
Q2 		$225K Sell
4,870
-12,535
-72% -$554K ﹤0.01% 1083
2025
Q1 		$799K Sell
17,405
-1,025
-6% -$68.9K 0.01% 650
2024
Q4 		$1.56M Sell
18,430
-468
-2% -$34.9K 0.02% 488
2024
Q3 		$997K Buy
+18,898
New +$973K 0.01% 601

Other funds holding BILL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Benjamin Edwards Inc's BILL Position: Q3 2025 in Review

Benjamin Edwards Inc sold out of BILL Holdings (BILL) in Q3 2025, closing a stake of 4,870 shares — an estimated $225K sold.

Benjamin Edwards Inc first reported a position in BILL in Q3 2024 and held it in 4 quarters. The position peaked at $1.56M in Q4 2024. 365 funds tracked by Wall St. Rank hold BILL as of Q3 2025.

  • Benjamin Edwards Inc reported no remaining BILL Holdings position as of Q3 2025 after selling out during the quarter.
  • Benjamin Edwards Inc sold 4,870 BILL Holdings shares in Q3 2025, an estimated $225K.
  • Benjamin Edwards Inc first reported a position in BILL Holdings in Q3 2024 and held it in 4 quarters.
  • Benjamin Edwards Inc's BILL Holdings position peaked at $1.56M in Q4 2024.
  • 365 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2025.

Based on Benjamin Edwards Inc's 13F filing for Q3 2025, filed 23 Oct 2025.