GA
BILL icon

GoalVest Advisory’s BILL Holdings BILL Stock Holding History

GoalVest Advisory’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
Q3 		$5.62K Buy
+132
New +$6.09K ﹤0.01% 542

Other funds holding BILL

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

GoalVest Advisory's BILL Position: Q3 2026 in Review

GoalVest Advisory opened a new position in BILL Holdings (BILL) in Q3 2026: 132 shares worth $5.62K. The stake represents ﹤0.01% of the portfolio and ranks #542 among its holdings.

10 funds tracked by Wall St. Rank hold BILL as of Q3 2026.

  • GoalVest Advisory held 132 shares of BILL Holdings worth $5.62K as of Q3 2026.
  • BILL Holdings was a new GoalVest Advisory position in Q3 2026.
  • BILL Holdings made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #542 holding.
  • 10 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.