Clearstead Advisors’s BILL Holdings BILL Stock Holding History

Clearstead Advisors’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	$1.15K	Hold	27	–	–	﹤0.01%	2627
2026 Q2	$977	Buy	27 +3	+13%	+$111	﹤0.01%	2698
2026 Q1	$920	Sell	24 -253	-91%	-$11.3K	﹤0.01%	2055
2025 Q4	$15.1K	Buy	277 +203	+274%	+$10.4K	﹤0.01%	1790
2025 Q3	$3.92K	Sell	74 -78	-51%	-$3.62K	﹤0.01%	2251
2025 Q2	$7.03K	Sell	152 -173	-53%	-$7.65K	﹤0.01%	2007
2025 Q1	$14.9K	Buy	325 +59	+22%	+$3.97K	﹤0.01%	1495
2024 Q4	$22.5K	Buy	266 +115	+76%	+$8.58K	﹤0.01%	1347
2024 Q3	$7.97K	Sell	151 -107	-41%	-$5.51K	﹤0.01%	1630
2024 Q2	$13.6K	Buy	+258	New	+$14.6K	﹤0.01%	1477
2023 Q2	–	Sell	-60	Closed	-$4.87K	–	1383
2023 Q1	$4.87K	Hold	60	–	–	﹤0.01%	1024
2022 Q4	$6.54K	Hold	60	–	–	﹤0.01%	956
2022 Q3	$8K	Hold	60	–	–	﹤0.01%	911
2022 Q2	$7K	Hold	60	–	–	﹤0.01%	961
2022 Q1	$14K	Buy	60 +35	+140%	+$7.3K	﹤0.01%	924
2021 Q4	$6K	Buy	+25	New	+$7.07K	﹤0.01%	969

Other funds holding BILL

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Clearstead Advisors's BILL Position: Q3 2026 in Review

Clearstead Advisors held its BILL Holdings (BILL) position steady in Q3 2026 at 27 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2627.

Clearstead Advisors first reported a position in BILL in Q4 2021 and has held it in 16 quarters since. The position peaked at $22.5K in Q4 2024. 187 funds tracked by Wall St. Rank hold BILL as of Q3 2026.

Clearstead Advisors held 27 shares of BILL Holdings worth $1.15K as of Q3 2026.
Clearstead Advisors left its BILL Holdings share count unchanged in Q3 2026.
BILL Holdings made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #2627 holding.
Clearstead Advisors first reported a position in BILL Holdings in Q4 2021 and has held it in 16 quarters since.
Clearstead Advisors's BILL Holdings position peaked at $22.5K in Q4 2024.
187 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.