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HFM Investment Advisors’s BILL Holdings BILL Stock Holding History

HFM Investment Advisors’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 		$434 Buy
12
+8
+200% +$295 ﹤0.01% 1038
2026
Q1 		$153 Sell
4
-1
-20% -$45 ﹤0.01% 1057
2025
Q4 		$273 Hold
5
– – ﹤0.01% 927
2025
Q3 		$265 Hold
5
– – ﹤0.01% 912
2025
Q2 		$231 Buy
+5
New +$221 ﹤0.01% 935

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

HFM Investment Advisors's BILL Position: Q2 2026 in Review

HFM Investment Advisors increased its BILL Holdings (BILL) stake by 200% in Q2 2026, buying an estimated $295 and bringing the position to 12 shares worth $434. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

HFM Investment Advisors first reported a position in BILL in Q2 2025 and has held it in 5 quarters since. 341 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • HFM Investment Advisors held 12 shares of BILL Holdings worth $434 as of Q2 2026.
  • HFM Investment Advisors bought 8 BILL Holdings shares in Q2 2026, an estimated $295.
  • BILL Holdings made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1038 holding.
  • HFM Investment Advisors first reported a position in BILL Holdings in Q2 2025 and has held it in 5 quarters since.
  • 341 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.