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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 $999B AUM 46.22% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
UBS Group
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bruce G. Allen Investments's BILL Position: Q2 2025 in Review

Bruce G. Allen Investments sold out of BILL Holdings (BILL) in Q2 2025, closing a stake of 6 shares — an estimated $275 sold.

Bruce G. Allen Investments first reported a position in BILL in Q4 2023 and held it in 5 quarters. The position peaked at $1.16K in Q2 2024. 371 funds tracked by Wall St. Rank hold BILL as of Q2 2025.

  • Bruce G. Allen Investments reported no remaining BILL Holdings position as of Q2 2025 after selling out during the quarter.
  • Bruce G. Allen Investments sold 6 BILL Holdings shares in Q2 2025, an estimated $275.
  • Bruce G. Allen Investments first reported a position in BILL Holdings in Q4 2023 and held it in 5 quarters.
  • Bruce G. Allen Investments's BILL Holdings position peaked at $1.16K in Q2 2024.
  • 371 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2025.

Based on Bruce G. Allen Investments's 13F filing for Q2 2025, filed 9 Jul 2025.