Creative Planning
BILL icon

Creative Planning’s BILL Holdings BILL Stock Holding History

Creative Planning’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
Q1 		$819K Buy
21,373
+14,366
+205% +$643K ﹤0.01% 2622
2025
Q4 		$382K Buy
7,007
+2,087
+42% +$107K ﹤0.01% 3062
2025
Q3 		$261K Buy
+4,920
New +$228K ﹤0.01% 3261
2025
Q1 		– Sell
-2,846
Closed -$241K – 3494
2024
Q4 		$241K Buy
+2,846
New +$212K ﹤0.01% 2836
2024
Q1 		– Sell
-2,921
Closed -$238K – 2929
2023
Q4 		$238K Sell
2,921
-2,865
-50% -$235K ﹤0.01% 2277
2023
Q3 		$628K Sell
5,786
-545
-9% -$62K ﹤0.01% 1412
2023
Q2 		$740K Buy
6,331
+924
+17% +$87.8K ﹤0.01% 1297
2023
Q1 		$439K Sell
5,407
-479
-8% -$44.4K ﹤0.01% 1553
2022
Q4 		$641K Sell
5,886
-388
-6% -$46.6K ﹤0.01% 1287
2022
Q3 		$830K Sell
6,274
-1,836
-23% -$264K ﹤0.01% 1044
2022
Q2 		$891K Buy
8,110
+2,440
+43% +$355K ﹤0.01% 1023
2022
Q1 		$1.29M Buy
+5,670
New +$1.18M ﹤0.01% 871
2021
Q4 		– Sell
-8,002
Closed -$2.14M – 2097
2021
Q3 		$2.14M Sell
8,002
-1,614
-17% -$372K ﹤0.01% 666
2021
Q2 		$1.76M Sell
9,616
-687
-7% -$108K ﹤0.01% 721
2021
Q1 		$1.5M Buy
+10,303
New +$1.54M ﹤0.01% 838

Other funds holding BILL

ECH
ER Collective Holdings Washington, District of Columbia $326M AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return