GRP
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Global Retirement Partners’s BILL Holdings BILL Stock Holding History

Global Retirement Partners’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 		$20.8K Buy
+576
New +$21.2K ﹤0.01% 3032
2025
Q4 		$19.7K Buy
362
+345
+2,029% +$17.7K ﹤0.01% 2875
2025
Q3 		$900 Buy
17
+5
+42% +$232 ﹤0.01% 3543
2025
Q2 		$555 Buy
+12
New +$530 ﹤0.01% 3562
2024
Q4 		$32.2K Buy
380
+377
+12,567% +$28.1K ﹤0.01% 1826
2024
Q3 		$158 Sell
3
-124
-98% -$6.38K ﹤0.01% 3390
2024
Q2 		$6.68K Sell
127
-46
-27% -$2.6K ﹤0.01% 2474
2024
Q1 		$11.9K Sell
173
-46
-21% -$3.22K ﹤0.01% 2048
2023
Q4 		$16.2K Sell
219
-138
-39% -$11.3K ﹤0.01% 1868
2023
Q3 		$37.3K Buy
357
+21
+6% +$2.39K ﹤0.01% 1404
2023
Q2 		$39.3K Hold
336
– – ﹤0.01% 1386
2023
Q1 		$26.4K Buy
336
+30
+10% +$2.78K ﹤0.01% 1522
2022
Q4 		$33.3K Buy
306
+76
+33% +$9.12K ﹤0.01% 1259
2022
Q3 		$31K Buy
230
+87
+61% +$12.5K ﹤0.01% 1190
2022
Q2 		$16K Buy
143
+45
+46% +$6.55K ﹤0.01% 1432
2022
Q1 		$10K Buy
+98
New +$20.4K ﹤0.01% 1614

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
SV
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
SM
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 $552B AUM 44.19% 1-Year Est. Return

Global Retirement Partners's BILL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in BILL Holdings (BILL) in Q2 2026: 576 shares worth $20.8K. The stake represents ﹤0.01% of the portfolio and ranks #3032 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BILL as recently as Q4 2025.

Global Retirement Partners first reported a position in BILL in Q1 2022 and has held it in 16 quarters since. The position peaked at $39.3K in Q2 2023. 341 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • Global Retirement Partners held 576 shares of BILL Holdings worth $20.8K as of Q2 2026.
  • BILL Holdings was a new Global Retirement Partners position in Q2 2026.
  • BILL Holdings made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3032 holding.
  • Global Retirement Partners first reported a position in BILL Holdings in Q1 2022 and has held it in 16 quarters since.
  • Global Retirement Partners's BILL Holdings position peaked at $39.3K in Q2 2023.
  • 341 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.