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Continuum Advisory’s BILL Holdings BILL Stock Holding History

Continuum Advisory’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
-36
Closed -$1.65K – 529
2025
Q1 		$1.65K Sell
36
-2
-5% -$134 ﹤0.01% 1413
2024
Q4 		$3.22K Buy
38
+31
+443% +$2.31K ﹤0.01% 1263
2024
Q3 		$605 Buy
+7
New +$360 ﹤0.01% 1743

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 $3.37T AUM 44.26% 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

Continuum Advisory's BILL Position: Q2 2025 in Review

Continuum Advisory sold out of BILL Holdings (BILL) in Q2 2025, closing a stake of 36 shares — an estimated $1.65K sold.

Continuum Advisory first reported a position in BILL in Q3 2024 and held it in 3 quarters. The position peaked at $3.22K in Q4 2024. 370 funds tracked by Wall St. Rank hold BILL as of Q2 2025.

  • Continuum Advisory reported no remaining BILL Holdings position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 36 BILL Holdings shares in Q2 2025, an estimated $1.65K.
  • Continuum Advisory first reported a position in BILL Holdings in Q3 2024 and held it in 3 quarters.
  • Continuum Advisory's BILL Holdings position peaked at $3.22K in Q4 2024.
  • 370 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.