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 Q3	$3K	Buy	+62	New	+$2.86K	﹤0.01%	1139
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

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Iridian Asset Management Westport, Connecticut $275M AUM 37.66% 1-Year Est. Return

CCM

Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return

Inlight Wealth Management Atlanta, Georgia $350M AUM 17.84% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Taylor Frigon Capital Management Scottsdale, Arizona $197M AUM 35.01% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Capital Advisors Ltd's BILL Position: Q3 2026 in Review

Capital Advisors Ltd opened a new position in BILL Holdings (BILL) in Q3 2026: 62 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #1139 among its holdings. This is a return to the name: Capital Advisors Ltd previously reported a position in BILL as recently as Q1 2026.

Capital Advisors Ltd first reported a position in BILL in Q4 2021 and has held it in 14 quarters since. The position peaked at $10K in Q2 2023. 87 funds tracked by Wall St. Rank hold BILL as of Q3 2026.

Capital Advisors Ltd held 62 shares of BILL Holdings worth $3K as of Q3 2026.
BILL Holdings was a new Capital Advisors Ltd position in Q3 2026.
BILL Holdings made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #1139 holding.
Capital Advisors Ltd first reported a position in BILL Holdings in Q4 2021 and has held it in 14 quarters since.
Capital Advisors Ltd's BILL Holdings position peaked at $10K in Q2 2023.
87 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.