CVA Family Office’s BILL Holdings BILL Stock Holding History

CVA Family Office’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	$1.01K	Sell	28 -105	-79%	-$3.87K	﹤0.01%	1641
2026 Q1	$5.09K	Buy	+133	New	+$5.95K	﹤0.01%	1230
2023 Q1	–	Sell	-5	Closed	-$545	–	981
2022 Q4	$545	Sell	5 -65	-93%	-$7.8K	﹤0.01%	895
2022 Q3	$9K	Sell	70 -682	-91%	-$98K	﹤0.01%	636
2022 Q2	$83K	Buy	752 +90	+14%	+$13.1K	0.02%	271
2022 Q1	$150K	Hold	662	–	–	0.04%	207
2021 Q4	$165K	Buy	+662	New	+$187K	0.04%	182
2021 Q3	–	Sell	-662	Closed	-$121K	–	420
2021 Q2	$121K	Buy	+662	New	+$104K	0.03%	214

Other funds holding BILL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ECH

ER Collective Holdings Washington, District of Columbia $308M AUM

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CVA Family Office's BILL Position: Q2 2026 in Review

CVA Family Office reduced its BILL Holdings (BILL) stake by 79% in Q2 2026, selling an estimated $3.87K and leaving 28 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

CVA Family Office first reported a position in BILL in Q2 2021 and has held it in 8 quarters since. The position peaked at $165K in Q4 2021. 341 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

CVA Family Office held 28 shares of BILL Holdings worth $1.01K as of Q2 2026.
CVA Family Office sold 105 BILL Holdings shares in Q2 2026, an estimated $3.87K.
BILL Holdings made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1641 holding.
CVA Family Office first reported a position in BILL Holdings in Q2 2021 and has held it in 8 quarters since.
CVA Family Office's BILL Holdings position peaked at $165K in Q4 2021.
341 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.