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Golden State Equity Partners’s BILL Holdings BILL Stock Holding History

Golden State Equity 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 		– Sell
-1,520
Closed -$58.2K – 479
2026
Q1 		$58.2K Buy
+1,520
New +$68K ﹤0.01% 860

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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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Golden State Equity Partners's BILL Position: Q2 2026 in Review

Golden State Equity Partners sold out of BILL Holdings (BILL) in Q2 2026, closing a stake of 1,520 shares — an estimated $58.2K sold.

Golden State Equity Partners first reported a position in BILL in Q1 2026 and held it in 1 quarter. The position peaked at $58.2K in Q1 2026. 342 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • Golden State Equity Partners reported no remaining BILL Holdings position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 1,520 BILL Holdings shares in Q2 2026, an estimated $58.2K.
  • Golden State Equity Partners first reported a position in BILL Holdings in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's BILL Holdings position peaked at $58.2K in Q1 2026.
  • 342 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.