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Evelyn Partners Investment Management Services’s BILL Holdings BILL Stock Holding History

Evelyn Partners Investment Management Services’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
Q1 		$3.1K Hold
81
– – ﹤0.01% 272
2025
Q4 		$4.42K Hold
81
– – ﹤0.01% 249
2025
Q3 		$4.29K Hold
81
– – ﹤0.01% 252
2025
Q2 		$3.75K Hold
81
– – ﹤0.01% 248
2025
Q1 		$3.72K Hold
81
– – ﹤0.01% 246
2024
Q4 		$6.86K Buy
+81
New +$6.04K ﹤0.01% 241

Other funds holding BILL

ECH
ER Collective Holdings Washington, District of Columbia $326M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evelyn Partners Investment Management Services's BILL Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its BILL Holdings (BILL) position steady in Q1 2026 at 81 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Evelyn Partners Investment Management Services first reported a position in BILL in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.86K in Q4 2024. 338 funds tracked by Wall St. Rank hold BILL as of Q1 2026.

  • Evelyn Partners Investment Management Services held 81 shares of BILL Holdings worth $3.1K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its BILL Holdings share count unchanged in Q1 2026.
  • BILL Holdings made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #272 holding.
  • Evelyn Partners Investment Management Services first reported a position in BILL Holdings in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's BILL Holdings position peaked at $6.86K in Q4 2024.
  • 338 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.