Creative Planning
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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
Q2 		$292K Sell
8,078
-13,295
-62% -$490K ﹤0.01% 3591
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

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

Creative Planning's BILL Position: Q2 2026 in Review

Creative Planning reduced its BILL Holdings (BILL) stake by 62% in Q2 2026, selling an estimated $490K and leaving 8,078 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #3591.

Creative Planning first reported a position in BILL in Q1 2021 and has held it in 16 quarters since. The position peaked at $2.14M in Q3 2021. 342 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • Creative Planning held 8,078 shares of BILL Holdings worth $292K as of Q2 2026.
  • Creative Planning sold 13,295 BILL Holdings shares in Q2 2026, an estimated $490K.
  • BILL Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3591 holding.
  • Creative Planning first reported a position in BILL Holdings in Q1 2021 and has held it in 16 quarters since.
  • Creative Planning's BILL Holdings position peaked at $2.14M in Q3 2021.
  • 342 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.