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CarsonAllaria Wealth Management’s BILL Holdings BILL Stock Holding History

CarsonAllaria 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
2025
Q3 		– Sell
-100
Closed -$4.63K – 103
2025
Q2 		$4.63K Hold
100
– – ﹤0.01% 289
2025
Q1 		$4.59K Hold
100
– – ﹤0.01% 295
2024
Q4 		$8.47K Hold
100
– – ﹤0.01% 258
2024
Q3 		$5.28K Hold
100
– – ﹤0.01% 305
2024
Q2 		$5.26K Hold
100
– – ﹤0.01% 288
2024
Q1 		$6.87K Buy
+100
New +$6.99K ﹤0.01% 273

Other funds holding BILL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

CarsonAllaria Wealth Management's BILL Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of BILL Holdings (BILL) in Q3 2025, closing a stake of 100 shares — an estimated $4.63K sold.

CarsonAllaria Wealth Management first reported a position in BILL in Q1 2024 and held it in 6 quarters. The position peaked at $8.47K in Q4 2024. 362 funds tracked by Wall St. Rank hold BILL as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining BILL Holdings position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 100 BILL Holdings shares in Q3 2025, an estimated $4.63K.
  • CarsonAllaria Wealth Management first reported a position in BILL Holdings in Q1 2024 and held it in 6 quarters.
  • CarsonAllaria Wealth Management's BILL Holdings position peaked at $8.47K in Q4 2024.
  • 362 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.