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Bullock Wealth Management’s BILL Holdings BILL Stock Holding History

Bullock Wealth Management’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 		$1.75K Buy
+45
New +$1.66K ﹤0.01% 555

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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bullock Wealth Management's BILL Position: Q2 2026 in Review

Bullock Wealth Management opened a new position in BILL Holdings (BILL) in Q2 2026: 45 shares worth $1.75K. The stake represents ﹤0.01% of the portfolio and ranks #555 among its holdings.

337 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • Bullock Wealth Management held 45 shares of BILL Holdings worth $1.75K as of Q2 2026.
  • BILL Holdings was a new Bullock Wealth Management position in Q2 2026.
  • BILL Holdings made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #555 holding.
  • 337 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.