EWA
BILL icon

EverSource Wealth Advisors’s BILL Holdings BILL Stock Holding History

EverSource Wealth Advisors’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 		$1.74K Sell
48
-87
-64% -$3.21K ﹤0.01% 3778
2026
Q1 		$5.17K Buy
135
+47
+53% +$2.1K ﹤0.01% 3254
2025
Q4 		$4.8K Buy
88
+27
+44% +$1.39K ﹤0.01% 3140
2025
Q3 		$3.23K Buy
61
+8
+15% +$372 ﹤0.01% 3336
2025
Q2 		$2.45K Buy
53
+14
+36% +$619 ﹤0.01% 3440
2025
Q1 		$1.79K Sell
39
-264
-87% -$17.8K ﹤0.01% 2977
2024
Q4 		$25.7K Buy
303
+82
+37% +$6.12K ﹤0.01% 1501
2024
Q3 		$11.7K Buy
221
+149
+207% +$7.67K ﹤0.01% 1770
2024
Q2 		$3.6K Buy
72
+11
+18% +$622 ﹤0.01% 2335
2024
Q1 		$3.81K Buy
61
+24
+65% +$1.68K ﹤0.01% 2171
2023
Q4 		$3.02K Sell
37
-111
-75% -$9.11K ﹤0.01% 2051
2023
Q3 		$16.1K Buy
148
+25
+20% +$2.84K ﹤0.01% 1211
2023
Q2 		$14.4K Buy
123
+61
+98% +$5.79K ﹤0.01% 1287
2023
Q1 		$5.03K Sell
62
-8
-11% -$742 ﹤0.01% 1642
2022
Q4 		$7.63K Sell
70
-1
-1% -$120 ﹤0.01% 1434
2022
Q3 		$10K Buy
+71
New +$10.2K ﹤0.01% 1123

Other funds holding BILL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECH
ER Collective Holdings Washington, District of Columbia $308M AUM
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EverSource Wealth Advisors's BILL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its BILL Holdings (BILL) stake by 64% in Q2 2026, selling an estimated $3.21K and leaving 48 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #3778.

EverSource Wealth Advisors first reported a position in BILL in Q3 2022 and has held it in 16 quarters since. The position peaked at $25.7K in Q4 2024. 341 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • EverSource Wealth Advisors held 48 shares of BILL Holdings worth $1.74K as of Q2 2026.
  • EverSource Wealth Advisors sold 87 BILL Holdings shares in Q2 2026, an estimated $3.21K.
  • BILL Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3778 holding.
  • EverSource Wealth Advisors first reported a position in BILL Holdings in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's BILL Holdings position peaked at $25.7K in Q4 2024.
  • 341 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.