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Bogart Wealth LLC’s BILL Holdings BILL Stock Holding History

Bogart Wealth LLC’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
-23
Closed -$881 – 2018
2026
Q1 		$881 Hold
23
– – ﹤0.01% 1478
2025
Q4 		$1.25K Sell
23
-2
-8% -$103 ﹤0.01% 1271
2025
Q3 		$1.32K Buy
25
+12
+92% +$557 ﹤0.01% 1234
2025
Q2 		$601 Buy
+13
New +$575 ﹤0.01% 1299
2023
Q2 		– Sell
-26
Closed -$2.11K – 1051
2023
Q1 		$2.11K Buy
+26
New +$2.41K ﹤0.01% 900

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

Bogart Wealth LLC's BILL Position: Q2 2026 in Review

Bogart Wealth LLC sold out of BILL Holdings (BILL) in Q2 2026, closing a stake of 23 shares — an estimated $881 sold.

Bogart Wealth LLC first reported a position in BILL in Q1 2023 and held it in 5 quarters. The position peaked at $2.11K in Q1 2023. 341 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • Bogart Wealth LLC reported no remaining BILL Holdings position as of Q2 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 23 BILL Holdings shares in Q2 2026, an estimated $881.
  • Bogart Wealth LLC first reported a position in BILL Holdings in Q1 2023 and held it in 5 quarters.
  • Bogart Wealth LLC's BILL Holdings position peaked at $2.11K in Q1 2023.
  • 341 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.