Empower Advisory Group’s BILL Holdings BILL Stock Holding History

Empower Advisory Group’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	–	Sell	-21,610	Closed	-$828K	–	538
2026 Q1	$828K	Buy	+21,610	New	+$967K	﹤0.01%	256
2025 Q4	–	Sell	-23,396	Closed	-$1.24M	–	505
2025 Q3	$1.24M	Hold	23,396	–	–	﹤0.01%	235
2025 Q2	$1.08M	Hold	23,396	–	–	﹤0.01%	237
2025 Q1	$1.07M	Hold	23,396	–	–	﹤0.01%	233
2024 Q4	$1.98M	Sell	23,396 -15,000	-39%	-$1.12M	0.01%	208
2024 Q3	$2.03M	Hold	38,396	–	–	0.01%	200
2024 Q2	$2.02M	Hold	38,396	–	–	0.01%	201
2024 Q1	$2.64M	Hold	38,396	–	–	0.01%	197
2023 Q4	$3.13M	Hold	38,396	–	–	0.01%	195
2023 Q3	$4.17M	Hold	38,396	–	–	0.02%	183
2023 Q2	$4.49M	Sell	38,396 -13	-0%	-$1.24K	0.02%	188
2023 Q1	$3.05M	Buy	+38,409	New	+$3.56M	0.01%	201

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Empower Advisory Group's BILL Position: Q2 2026 in Review

Empower Advisory Group sold out of BILL Holdings (BILL) in Q2 2026, closing a stake of 21,610 shares — an estimated $828K sold.

Empower Advisory Group first reported a position in BILL in Q1 2023 and held it in 12 quarters. The position peaked at $4.49M in Q2 2023. 341 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

Empower Advisory Group reported no remaining BILL Holdings position as of Q2 2026 after selling out during the quarter.
Empower Advisory Group sold 21,610 BILL Holdings shares in Q2 2026, an estimated $828K.
Empower Advisory Group first reported a position in BILL Holdings in Q1 2023 and held it in 12 quarters.
Empower Advisory Group's BILL Holdings position peaked at $4.49M in Q2 2023.
341 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.