BOK Financial’s BILL Holdings BILL Stock Holding History

BOK 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
2025 Q2	–	Sell	-4,386	Closed	-$201K	–	1168
2025 Q1	$201K	Buy	+4,386	New	+$295K	﹤0.01%	705
2024 Q4	–	Sell	-7	Closed	-$366	–	1321
2024 Q3	$366	Buy	+7	New	+$360	﹤0.01%	1245

Other funds holding BILL

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BOK Financial's BILL Position: Q2 2025 in Review

BOK Financial sold out of BILL Holdings (BILL) in Q2 2025, closing a stake of 4,386 shares — an estimated $201K sold.

BOK Financial first reported a position in BILL in Q3 2024 and held it in 2 quarters. The position peaked at $201K in Q1 2025. 370 funds tracked by Wall St. Rank hold BILL as of Q2 2025.

BOK Financial reported no remaining BILL Holdings position as of Q2 2025 after selling out during the quarter.
BOK Financial sold 4,386 BILL Holdings shares in Q2 2025, an estimated $201K.
BOK Financial first reported a position in BILL Holdings in Q3 2024 and held it in 2 quarters.
BOK Financial's BILL Holdings position peaked at $201K in Q1 2025.
370 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2025.

Based on BOK Financial's 13F filing for Q2 2025, filed 12 Aug 2025.