Cetera Investment Advisers
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Cetera Investment Advisers’s BILL Holdings BILL Stock Holding History

Cetera Investment Advisers’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
Q2 		– Sell
-6,991
Closed -$321K – 4101
2025
Q1 		$321K Buy
6,991
+1,480
+27% +$99.5K ﹤0.01% 3213
2024
Q4 		$467K Buy
+5,511
New +$411K ﹤0.01% 2732
2024
Q2 		– Sell
-3,857
Closed -$265K – 3738
2024
Q1 		$265K Sell
3,857
-20,112
-84% -$1.41M ﹤0.01% 3145
2023
Q4 		$1.96M Sell
23,969
-790
-3% -$64.9K 0.02% 807
2023
Q3 		$2.69M Sell
24,759
-1,614
-6% -$184K 0.02% 633
2023
Q2 		$3.08M Buy
26,373
+419
+2% +$39.8K 0.03% 590
2023
Q1 		$2.11M Buy
25,954
+6,379
+33% +$592K 0.02% 713
2022
Q4 		$2.13M Buy
19,575
+8,622
+79% +$1.04M 0.02% 682
2022
Q3 		$1.45M Buy
10,953
+62
+0.6% +$8.91K 0.03% 570
2022
Q2 		$1.2M Buy
10,891
+8,218
+307% +$1.2M 0.02% 722
2022
Q1 		$606K Buy
+2,673
New +$557K 0.01% 1048

Other funds holding BILL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers's BILL Position: Q2 2025 in Review

Cetera Investment Advisers sold out of BILL Holdings (BILL) in Q2 2025, closing a stake of 6,991 shares — an estimated $321K sold.

Cetera Investment Advisers first reported a position in BILL in Q1 2022 and held it in 11 quarters. The position peaked at $3.08M in Q2 2023. 371 funds tracked by Wall St. Rank hold BILL as of Q2 2025.

  • Cetera Investment Advisers reported no remaining BILL Holdings position as of Q2 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 6,991 BILL Holdings shares in Q2 2025, an estimated $321K.
  • Cetera Investment Advisers first reported a position in BILL Holdings in Q1 2022 and held it in 11 quarters.
  • Cetera Investment Advisers's BILL Holdings position peaked at $3.08M in Q2 2023.
  • 371 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2025.

Based on Cetera Investment Advisers's 13F filing for Q2 2025, filed 8 Aug 2025.