Commonwealth Equity Services
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Commonwealth Equity Services’s BILL Holdings BILL Stock Holding History

Commonwealth Equity Services’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
Q1 		– Sell
-2,701
Closed -$229K – 4182
2024
Q4 		$229K Buy
+2,701
New +$201K ﹤0.01% 3647
2024
Q3 		– Sell
-12,839
Closed -$676K – 4071
2024
Q2 		$676K Buy
12,839
+3,847
+43% +$218K ﹤0.01% 2592
2024
Q1 		$618K Buy
8,992
+3,972
+79% +$278K ﹤0.01% 2639
2023
Q4 		$410K Sell
5,020
-155
-3% -$12.7K ﹤0.01% 2894
2023
Q3 		$562K Buy
5,175
+14
+0.3% +$1.59K ﹤0.01% 2488
2023
Q2 		$603K Sell
5,161
-530
-9% -$50.3K ﹤0.01% 2465
2023
Q1 		$461K Sell
5,691
-622
-10% -$57.7K ﹤0.01% 2630
2022
Q4 		$687K Buy
6,313
+669
+12% +$80.3K ﹤0.01% 2214
2022
Q3 		$747K Sell
5,644
-711
-11% -$102K ﹤0.01% 2111
2022
Q2 		$698K Sell
6,355
-539
-8% -$78.5K ﹤0.01% 2171
2022
Q1 		$1.56M Sell
6,894
-571
-8% -$119K ﹤0.01% 1656
2021
Q4 		$1.86M Buy
7,465
+2,732
+58% +$772K ﹤0.01% 1547
2021
Q3 		$1.26M Buy
4,733
+431
+10% +$99.4K ﹤0.01% 1749
2021
Q2 		$788K Sell
4,302
-1,887
-30% -$296K ﹤0.01% 2097
2021
Q1 		$900K Sell
6,189
-93
-1% -$13.9K ﹤0.01% 1883
2020
Q4 		$857K Buy
6,282
+1,595
+34% +$188K ﹤0.01% 1755
2020
Q3 		$470K Buy
4,687
+600
+15% +$54.6K ﹤0.01% 2005
2020
Q2 		$368K Buy
+4,087
New +$263K ﹤0.01% 2116

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
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Commonwealth Equity Services's BILL Position: Q1 2025 in Review

Commonwealth Equity Services sold out of BILL Holdings (BILL) in Q1 2025, closing a stake of 2,701 shares — an estimated $229K sold.

Commonwealth Equity Services first reported a position in BILL in Q2 2020 and held it in 18 quarters. The position peaked at $1.86M in Q4 2021. 393 funds tracked by Wall St. Rank hold BILL as of Q1 2025.

  • Commonwealth Equity Services reported no remaining BILL Holdings position as of Q1 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 2,701 BILL Holdings shares in Q1 2025, an estimated $229K.
  • Commonwealth Equity Services first reported a position in BILL Holdings in Q2 2020 and held it in 18 quarters.
  • Commonwealth Equity Services's BILL Holdings position peaked at $1.86M in Q4 2021.
  • 393 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2025.

Based on Commonwealth Equity Services's 13F filing for Q1 2025, filed 9 May 2025.