BGAI
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Bruce G. Allen Investments’s BILL Holdings BILL Stock Holding History

Bruce G. Allen Investments’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
-6
Closed -$275 – 1089
2025
Q1 		$275 Hold
6
– – ﹤0.01% 1030
2024
Q4 		$508 Hold
6
– – ﹤0.01% 956
2024
Q3 		$317 Sell
6
-16
-73% -$824 ﹤0.01% 1039
2024
Q2 		$1.16K Buy
+22
New +$1.25K ﹤0.01% 755
2024
Q1 		– Sell
-9
Closed -$734 – 969
2023
Q4 		$734 Buy
+9
New +$739 ﹤0.01% 873

Other funds holding BILL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return