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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 Sell
45
-18
-29% -$663 ﹤0.01% 555
2026
Q1 		$2.42K Buy
63
+42
+200% +$1.88K ﹤0.01% 542
2025
Q4 		$1.15K Buy
21
+3
+17% +$154 ﹤0.01% 558
2025
Q3 		$967 Sell
18
-2
-10% -$93 ﹤0.01% 575
2025
Q2 		$921 Buy
20
+2
+11% +$88 ﹤0.01% 547
2025
Q1 		$824 Buy
+18
New +$1.21K ﹤0.01% 540

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

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

Bullock Wealth Management reduced its BILL Holdings (BILL) stake by 29% in Q2 2026, selling an estimated $663 and leaving 45 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Bullock Wealth Management first reported a position in BILL in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.42K in Q1 2026. 341 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.
  • Bullock Wealth Management sold 18 BILL Holdings shares in Q2 2026, an estimated $663.
  • BILL Holdings made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #555 holding.
  • Bullock Wealth Management first reported a position in BILL Holdings in Q1 2025 and has held it in 6 quarters since.
  • Bullock Wealth Management's BILL Holdings position peaked at $2.42K in Q1 2026.
  • 341 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.