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BFC Planning, Inc.’s BILL Holdings BILL Stock Holding History

BFC Planning, Inc.’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 		$2.97K Hold
82
– – ﹤0.01% 2877
2026
Q1 		$3.14K Hold
82
– – ﹤0.01% 2478
2025
Q4 		$4.47K Sell
82
-3
-4% -$154 ﹤0.01% 2391
2025
Q3 		$4.5K Sell
85
-14
-14% -$650 ﹤0.01% 2232
2025
Q2 		$4.58K Sell
99
-41
-29% -$1.81K ﹤0.01% 2087
2025
Q1 		$6.42K Buy
140
+40
+40% +$2.69K ﹤0.01% 1935
2024
Q4 		$8.47K Buy
+100
New +$7.46K ﹤0.01% 1830

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
Starboard Value
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
Senvest Management
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 $551B AUM 33.95% 1-Year Est. Return

BFC Planning, Inc.'s BILL Position: Q2 2026 in Review

BFC Planning, Inc. held its BILL Holdings (BILL) position steady in Q2 2026 at 82 shares worth $2.97K. The position accounts for ﹤0.01% of the portfolio, ranked #2877.

BFC Planning, Inc. first reported a position in BILL in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.47K in Q4 2024. 344 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • BFC Planning, Inc. held 82 shares of BILL Holdings worth $2.97K as of Q2 2026.
  • BFC Planning, Inc. left its BILL Holdings share count unchanged in Q2 2026.
  • BILL Holdings made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2877 holding.
  • BFC Planning, Inc. first reported a position in BILL Holdings in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s BILL Holdings position peaked at $8.47K in Q4 2024.
  • 344 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.