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Crewe Advisors’s BILL Holdings BILL Stock Holding History

Crewe Advisors’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 		$11.1K Hold
307
– – ﹤0.01% 739
2026
Q1 		$11.8K Hold
307
– – ﹤0.01% 609
2025
Q4 		$16.7K Hold
307
– – ﹤0.01% 522
2025
Q3 		$16.3K Hold
307
– – ﹤0.01% 534
2025
Q2 		$14.2K Hold
307
– – ﹤0.01% 416
2025
Q1 		$14.1K Hold
307
– – ﹤0.01% 388
2024
Q4 		$26K Buy
307
+173
+129% +$12.9K ﹤0.01% 334
2024
Q3 		$7.07K Hold
134
– – ﹤0.01% 533
2024
Q2 		$7.05K Hold
134
– – ﹤0.01% 742
2024
Q1 		$9.21K Sell
134
-28
-17% -$1.96K ﹤0.01% 629
2023
Q4 		$13.2K Sell
162
-20
-11% -$1.64K ﹤0.01% 188
2023
Q3 		$19.8K Hold
182
– – ﹤0.01% 198
2023
Q2 		$21.3K Hold
182
– – ﹤0.01% 340
2023
Q1 		$14.8K Sell
182
-11
-6% -$1.02K ﹤0.01% 485
2022
Q4 		$21K Buy
193
+21
+12% +$2.52K ﹤0.01% 408
2022
Q3 		$23K Buy
172
+9
+6% +$1.29K ﹤0.01% 433
2022
Q2 		$18K Buy
+163
New +$23.7K ﹤0.01% 442
2022
Q1 		– Sell
-52
Closed -$13K – 477
2021
Q4 		$13K Hold
52
– – ﹤0.01% 303
2021
Q3 		$14K Buy
+52
New +$12K ﹤0.01% 234

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

Crewe Advisors's BILL Position: Q2 2026 in Review

Crewe Advisors held its BILL Holdings (BILL) position steady in Q2 2026 at 307 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Crewe Advisors first reported a position in BILL in Q3 2021 and has held it in 19 quarters since. The position peaked at $26K in Q4 2024. 341 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • Crewe Advisors held 307 shares of BILL Holdings worth $11.1K as of Q2 2026.
  • Crewe Advisors left its BILL Holdings share count unchanged in Q2 2026.
  • BILL Holdings made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #739 holding.
  • Crewe Advisors first reported a position in BILL Holdings in Q3 2021 and has held it in 19 quarters since.
  • Crewe Advisors's BILL Holdings position peaked at $26K in Q4 2024.
  • 341 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.