FIA
BILL icon

FNY Investment Advisers’s BILL Holdings BILL Stock Holding History

FNY Investment Advisers’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 		$14K Hold
400
– – 0.01% 575
2026
Q1 		$15K Sell
400
-402
-50% -$18K 0.01% 500
2025
Q4 		$43K Buy
802
+61
+8% +$3.13K 0.01% 460
2025
Q3 		$39K Sell
741
-661
-47% -$30.7K 0.01% 550
2025
Q2 		$64K Buy
1,402
+802
+134% +$35.5K 0.03% 355
2025
Q1 		$27K Buy
600
+100
+20% +$6.72K 0.02% 359
2024
Q4 		$42K Sell
500
-295
-37% -$22K 0.02% 349
2024
Q3 		$41K Buy
+795
New +$40.9K 0.02% 300
2022
Q2 		– Sell
-75
Closed -$17K – 727
2022
Q1 		$17K Buy
+75
New +$15.6K 0.02% 378
2020
Q1 		– Sell
-1,650
Closed -$62K – 479
2019
Q4 		$62K Buy
+1,650
New +$62.7K 0.02% 438

Other funds holding BILL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return