CIBC Private Wealth Group
BILL icon

CIBC Private Wealth Group’s BILL Holdings BILL Stock Holding History

CIBC Private Wealth Group’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
Q4 		$6.25M Buy
114,639
+9,025
+9% +$464K 0.01% 399
2025
Q3 		$5.59M Sell
105,614
-669
-0.6% -$31.1K 0.01% 408
2025
Q2 		$4.92M Buy
106,283
+42,909
+68% +$1.9M 0.01% 428
2025
Q1 		$2.4M Buy
63,374
+51,556
+436% +$3.47M 0.01% 508
2024
Q4 		$975K Sell
11,818
-29,829
-72% -$2.22M ﹤0.01% 698
2024
Q3 		$2.2M Sell
41,647
-30,581
-42% -$1.57M ﹤0.01% 551
2024
Q2 		$3.73M Buy
72,228
+14,382
+25% +$814K 0.01% 448
2024
Q1 		$3.73M Buy
57,846
+7,941
+16% +$555K 0.01% 447
2023
Q4 		$4.07M Sell
49,905
-122,453
-71% -$10.1M 0.01% 415
2023
Q3 		$18.7M Sell
172,358
-7,963
-4% -$906K 0.04% 264
2023
Q2 		$21.1M Buy
180,321
+86,684
+93% +$8.23M 0.05% 264
2023
Q1 		$7.6M Buy
93,637
+60,835
+185% +$5.64M 0.02% 345
2022
Q4 		$3.57M Buy
+32,802
New +$3.94M 0.01% 363
2022
Q3 		– Sell
-4
Closed – – 940
2022
Q2 		$0 Buy
+4
New +$582 ﹤0.01% 1202

Other funds holding BILL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECH
ER Collective Holdings Washington, District of Columbia $308M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CIBC Private Wealth Group's BILL Position: Q4 2025 in Review

CIBC Private Wealth Group increased its BILL Holdings (BILL) stake by 8.5% in Q4 2025, buying an estimated $464K and bringing the position to 114,639 shares worth $6.25M. The position accounts for 0.01% of the portfolio, ranked #399.

CIBC Private Wealth Group first reported a position in BILL in Q2 2022 and has held it in 14 quarters since. The position peaked at $21.1M in Q2 2023. 364 funds tracked by Wall St. Rank hold BILL as of Q4 2025.

  • CIBC Private Wealth Group held 114,639 shares of BILL Holdings worth $6.25M as of Q4 2025.
  • CIBC Private Wealth Group bought 9,025 BILL Holdings shares in Q4 2025, an estimated $464K.
  • BILL Holdings made up 0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #399 holding.
  • CIBC Private Wealth Group first reported a position in BILL Holdings in Q2 2022 and has held it in 14 quarters since.
  • CIBC Private Wealth Group's BILL Holdings position peaked at $21.1M in Q2 2023.
  • 364 funds tracked by Wall St. Rank held BILL Holdings as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.