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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECH
ER Collective Holdings Washington, District of Columbia $308M AUM
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Clearstead Advisors's BILL Position: Q2 2026 in Review

Clearstead Advisors increased its BILL Holdings (BILL) stake by 13% in Q2 2026, buying an estimated $111 and bringing the position to 27 shares worth $977. The position accounts for ﹤0.01% of the portfolio, ranked #2698.

Clearstead Advisors first reported a position in BILL in Q4 2021 and has held it in 15 quarters since. The position peaked at $22.5K in Q4 2024. 342 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • Clearstead Advisors held 27 shares of BILL Holdings worth $977 as of Q2 2026.
  • Clearstead Advisors bought 3 BILL Holdings shares in Q2 2026, an estimated $111.
  • BILL Holdings made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2698 holding.
  • Clearstead Advisors first reported a position in BILL Holdings in Q4 2021 and has held it in 15 quarters since.
  • Clearstead Advisors's BILL Holdings position peaked at $22.5K in Q4 2024.
  • 342 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.