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Global Financial Private Client’s BILL Holdings BILL Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-9
Closed -$413 – 377
2025
Q1 		$413 Buy
9
+7
+350% +$471 ﹤0.01% 1353
2024
Q4 		$169 Buy
+2
New +$149 ﹤0.01% 1337

Other funds holding BILL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Global Financial Private Client's BILL Position: Q2 2025 in Review

Global Financial Private Client sold out of BILL Holdings (BILL) in Q2 2025, closing a stake of 9 shares — an estimated $413 sold.

Global Financial Private Client first reported a position in BILL in Q4 2024 and held it in 2 quarters. The position peaked at $413 in Q1 2025. 369 funds tracked by Wall St. Rank hold BILL as of Q2 2025.

  • Global Financial Private Client reported no remaining BILL Holdings position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 9 BILL Holdings shares in Q2 2025, an estimated $413.
  • Global Financial Private Client first reported a position in BILL Holdings in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's BILL Holdings position peaked at $413 in Q1 2025.
  • 369 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.