Corient Private Wealth
BILL icon

Corient Private Wealth’s BILL Holdings BILL Stock Holding History

Corient Private Wealth’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 		$445K Sell
12,293
-64,043
-84% -$2.36M ﹤0.01% 2306
2026
Q1 		$2.92M Buy
+76,336
New +$3.41M ﹤0.01% 1069
2024
Q2 		– Sell
-6,739
Closed -$463K – 2322
2024
Q1 		$463K Sell
6,739
-244
-3% -$17.1K ﹤0.01% 1671
2023
Q4 		$570K Buy
6,983
+4,448
+175% +$365K ﹤0.01% 1546
2023
Q3 		$276K Buy
2,535
+77
+3% +$8.76K ﹤0.01% 1786
2023
Q2 		$286K Buy
+2,458
New +$234K ﹤0.01% 1723

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

Corient Private Wealth's BILL Position: Q2 2026 in Review

Corient Private Wealth reduced its BILL Holdings (BILL) stake by 84% in Q2 2026, selling an estimated $2.36M and leaving 12,293 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #2306.

Corient Private Wealth first reported a position in BILL in Q2 2023 and has held it in 6 quarters since. The position peaked at $2.92M in Q1 2026. 341 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • Corient Private Wealth held 12,293 shares of BILL Holdings worth $445K as of Q2 2026.
  • Corient Private Wealth sold 64,043 BILL Holdings shares in Q2 2026, an estimated $2.36M.
  • BILL Holdings made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2306 holding.
  • Corient Private Wealth first reported a position in BILL Holdings in Q2 2023 and has held it in 6 quarters since.
  • Corient Private Wealth's BILL Holdings position peaked at $2.92M in Q1 2026.
  • 341 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.