Evelyn Partners’s BILL Holdings BILL Stock Holding History

Evelyn 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 Q3	$3.45K	Hold	81	–	–	﹤0.01%	620
2026 Q2	$2.93K	Buy	+81	New	+$2.98K	﹤0.01%	523

Other funds holding BILL

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Senvest Management New York $3.45B AUM 44.97% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Evelyn Partners's BILL Position: Q3 2026 in Review

Evelyn Partners held its BILL Holdings (BILL) position steady in Q3 2026 at 81 shares worth $3.45K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Evelyn Partners first reported a position in BILL in Q2 2026 and has held it in 2 quarters since. 281 funds tracked by Wall St. Rank hold BILL as of Q3 2026.

Evelyn Partners held 81 shares of BILL Holdings worth $3.45K as of Q3 2026.
Evelyn Partners left its BILL Holdings share count unchanged in Q3 2026.
BILL Holdings made up ﹤0.01% of Evelyn Partners's portfolio in Q3 2026, its #620 holding.
Evelyn Partners first reported a position in BILL Holdings in Q2 2026 and has held it in 2 quarters since.
281 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.