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Capital Advisors Ltd’s BILL Holdings BILL Stock Holding History

Capital Advisors Ltd’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 		– Sell
-14
Closed -$1K – 1372
2026
Q1 		$1K Buy
14
+10
+250% +$447 ﹤0.01% 1158
2025
Q4 		$0 Hold
4
– – ﹤0.01% 1355
2025
Q3 		$0 Hold
4
– – ﹤0.01% 1359
2025
Q2 		$0 Buy
4
+1
+33% +$44 ﹤0.01% 1349
2025
Q1 		$0 Buy
+3
New +$202 ﹤0.01% 1348
2024
Q3 		– Sell
-9
Closed – – 1380
2024
Q2 		$0 Buy
+9
New +$509 ﹤0.01% 1388
2024
Q1 		– Sell
-86
Closed -$7K – 1360
2023
Q4 		$7K Hold
86
– – ﹤0.01% 746
2023
Q3 		$9K Hold
86
– – ﹤0.01% 695
2023
Q2 		$10K Buy
+86
New +$8.17K ﹤0.01% 691
2023
Q1 		– Sell
-95
Closed -$1K – 1211
2022
Q4 		$1K Buy
95
+77
+428% +$9.24K ﹤0.01% 946
2022
Q3 		$2K Buy
18
+12
+200% +$1.72K ﹤0.01% 810
2022
Q2 		$1K Buy
+6
New +$873 ﹤0.01% 724
2022
Q1 		– Sell
-2
Closed – – 916
2021
Q4 		$0 Buy
+2
New +$566 ﹤0.01% 818

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

Capital Advisors Ltd's BILL Position: Q2 2026 in Review

Capital Advisors Ltd sold out of BILL Holdings (BILL) in Q2 2026, closing a stake of 14 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in BILL in Q4 2021 and held it in 13 quarters. The position peaked at $10K in Q2 2023. 342 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • Capital Advisors Ltd reported no remaining BILL Holdings position as of Q2 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 14 BILL Holdings shares in Q2 2026, an estimated $1K.
  • Capital Advisors Ltd first reported a position in BILL Holdings in Q4 2021 and held it in 13 quarters.
  • Capital Advisors Ltd's BILL Holdings position peaked at $10K in Q2 2023.
  • 342 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.