DiNuzzo Private Wealth’s BILL Holdings BILL Stock Holding History

DiNuzzo 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 Q3	$724	Buy	17 +7	+70%	+$323	﹤0.01%	983
2026 Q2	$362	Sell	10 -2	-17%	-$74	﹤0.01%	1173
2026 Q1	$460	Hold	12	–	–	﹤0.01%	1101
2025 Q4	$655	Sell	12 -1	-8%	-$51	﹤0.01%	1006
2025 Q3	$604	Buy	13 +2	+18%	+$93	﹤0.01%	1044
2025 Q2	$509	Buy	11 +5	+83%	+$221	﹤0.01%	1065
2025 Q1	$276	Hold	6	–	–	﹤0.01%	1189
2024 Q4	$509	Hold	6	–	–	﹤0.01%	1075
2024 Q3	$317	Hold	6	–	–	﹤0.01%	1231
2024 Q2	$316	Sell	6 -1	-14%	-$57	﹤0.01%	1172
2024 Q1	$482	Hold	7	–	–	﹤0.01%	985
2023 Q4	$572	Buy	+7	New	+$575	﹤0.01%	932

Other funds holding BILL

CCM

Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WCM

Washington Capital Management Seattle, Washington $148M AUM 21.98% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

DiNuzzo Private Wealth's BILL Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its BILL Holdings (BILL) stake by 70% in Q3 2026, buying an estimated $323 and bringing the position to 17 shares worth $724. The position accounts for ﹤0.01% of the portfolio, ranked #983.

DiNuzzo Private Wealth first reported a position in BILL in Q4 2023 and has held it in 12 quarters since. 33 funds tracked by Wall St. Rank hold BILL as of Q3 2026.

DiNuzzo Private Wealth held 17 shares of BILL Holdings worth $724 as of Q3 2026.
DiNuzzo Private Wealth bought 7 BILL Holdings shares in Q3 2026, an estimated $323.
BILL Holdings made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #983 holding.
DiNuzzo Private Wealth first reported a position in BILL Holdings in Q4 2023 and has held it in 12 quarters since.
33 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.