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Elevation Wealth Partners’s BILL Holdings BILL Stock Holding History

Elevation Wealth Partners’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 		$3.29K Sell
91
-54
-37% -$1.99K ﹤0.01% 1108
2026
Q1 		$5.55K Buy
145
+106
+272% +$4.74K ﹤0.01% 677
2025
Q4 		$2.13K Buy
+39
New +$2K ﹤0.01% 783

Other funds holding BILL

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return
SM
Sciencast Management Princeton, New Jersey $482M AUM 24.43% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
IWM
Inlight Wealth Management Atlanta, Georgia $315M AUM 26.98% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Elevation Wealth Partners's BILL Position: Q2 2026 in Review

Elevation Wealth Partners reduced its BILL Holdings (BILL) stake by 37% in Q2 2026, selling an estimated $1.99K and leaving 91 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1108.

Elevation Wealth Partners first reported a position in BILL in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.55K in Q1 2026. 70 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • Elevation Wealth Partners held 91 shares of BILL Holdings worth $3.29K as of Q2 2026.
  • Elevation Wealth Partners sold 54 BILL Holdings shares in Q2 2026, an estimated $1.99K.
  • BILL Holdings made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1108 holding.
  • Elevation Wealth Partners first reported a position in BILL Holdings in Q4 2025 and has held it in 3 quarters since.
  • Elevation Wealth Partners's BILL Holdings position peaked at $5.55K in Q1 2026.
  • 70 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.