Focus Partners Wealth’s BILL Holdings BILL Stock Holding History

Focus Partners Wealth’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 Q1	–	Sell	-4,429	Closed	-$242K	–	2662
2025 Q4	$242K	Buy	+4,429	New	+$228K	﹤0.01%	2345

Other funds holding BILL

ECH

ER Collective Holdings Washington, District of Columbia $326M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Focus Partners Wealth's BILL Position: Q1 2026 in Review

Focus Partners Wealth sold out of BILL Holdings (BILL) in Q1 2026, closing a stake of 4,429 shares — an estimated $242K sold.

Focus Partners Wealth first reported a position in BILL in Q4 2025 and held it in 1 quarter. The position peaked at $242K in Q4 2025. 337 funds tracked by Wall St. Rank hold BILL as of Q1 2026.

Focus Partners Wealth reported no remaining BILL Holdings position as of Q1 2026 after selling out during the quarter.
Focus Partners Wealth sold 4,429 BILL Holdings shares in Q1 2026, an estimated $242K.
Focus Partners Wealth first reported a position in BILL Holdings in Q4 2025 and held it in 1 quarter.
Focus Partners Wealth's BILL Holdings position peaked at $242K in Q4 2025.
337 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.