FFA
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Farther Finance Advisors’s BILL Holdings BILL Stock Holding History

Farther Finance 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
Q3 		$326K Buy
7,663
+4,519
+144% +$208K ﹤0.01% 1917
2026
Q2 		$114K Buy
3,144
+1,095
+53% +$40.3K ﹤0.01% 2618
2026
Q1 		$78.8K Buy
2,049
+1,700
+487% +$76K ﹤0.01% 2677
2025
Q4 		$19K Buy
349
+238
+214% +$12.2K ﹤0.01% 3484
2025
Q3 		$5.88K Buy
111
+11
+11% +$511 ﹤0.01% 3689
2025
Q2 		$4.63K Sell
100
-953
-91% -$42.1K ﹤0.01% 3387
2025
Q1 		$48.2K Buy
1,053
+1,007
+2,189% +$67.7K ﹤0.01% 1917
2024
Q4 		$3.9K Buy
46
+2
+5% +$149 ﹤0.01% 2766
2024
Q3 		$2.32K Sell
44
-4
-8% -$206 ﹤0.01% 2945
2024
Q2 		$2.54K Sell
48
-17
-26% -$962 ﹤0.01% 2694
2024
Q1 		$4.19K Buy
65
+13
+25% +$909 ﹤0.01% 2150
2023
Q4 		$4.24K Buy
52
+17
+49% +$1.4K ﹤0.01% 2051
2023
Q3 		$3.8K Buy
35
+23
+192% +$2.62K ﹤0.01% 1612
2023
Q2 		$1.4K Buy
12
+10
+500% +$950 ﹤0.01% 1871
2023
Q1 		$162 Sell
2
-5
-71% -$464 ﹤0.01% 2229
2022
Q4 		$763 Buy
+7
New +$840 ﹤0.01% 1716

Other funds holding BILL

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Farther Finance Advisors's BILL Position: Q3 2026 in Review

Farther Finance Advisors increased its BILL Holdings (BILL) stake by 144% in Q3 2026, buying an estimated $208K and bringing the position to 7,663 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #1917.

Farther Finance Advisors first reported a position in BILL in Q4 2022 and has held it in 16 quarters since. 10 funds tracked by Wall St. Rank hold BILL as of Q3 2026.

  • Farther Finance Advisors held 7,663 shares of BILL Holdings worth $326K as of Q3 2026.
  • Farther Finance Advisors bought 4,519 BILL Holdings shares in Q3 2026, an estimated $208K.
  • BILL Holdings made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1917 holding.
  • Farther Finance Advisors first reported a position in BILL Holdings in Q4 2022 and has held it in 16 quarters since.
  • 10 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.