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Evergreen Capital Management’s BILL Holdings BILL Stock Holding History

Evergreen Capital Management’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
-6,716
Closed -$257K – 1551
2026
Q1 		$257K Buy
+6,716
New +$300K 0.01% 1231

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SV
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evergreen Capital Management's BILL Position: Q2 2026 in Review

Evergreen Capital Management sold out of BILL Holdings (BILL) in Q2 2026, closing a stake of 6,716 shares — an estimated $257K sold.

Evergreen Capital Management first reported a position in BILL in Q1 2026 and held it in 1 quarter. The position peaked at $257K in Q1 2026. 342 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • Evergreen Capital Management reported no remaining BILL Holdings position as of Q2 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 6,716 BILL Holdings shares in Q2 2026, an estimated $257K.
  • Evergreen Capital Management first reported a position in BILL Holdings in Q1 2026 and held it in 1 quarter.
  • Evergreen Capital Management's BILL Holdings position peaked at $257K in Q1 2026.
  • 342 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.