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IFP Advisors’s BILL Holdings BILL Stock Holding History

IFP 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 		$5.64K Buy
156
+40
+34% +$1.47K ﹤0.01% 3706
2026
Q1 		$4.44K Buy
116
+74
+176% +$3.31K ﹤0.01% 3597
2025
Q4 		$2.29K Buy
42
+5
+14% +$257 ﹤0.01% 3788
2025
Q3 		$1.96K Sell
37
-2,094
-98% -$97.3K ﹤0.01% 3702
2025
Q2 		$106K Sell
2,131
-177
-8% -$7.82K ﹤0.01% 1602
2025
Q1 		$106K Buy
2,308
+1,193
+107% +$80.2K ﹤0.01% 1499
2024
Q4 		$94.4K Buy
1,115
+785
+238% +$58.5K ﹤0.01% 1498
2024
Q3 		$17.4K Sell
330
-348
-51% -$17.9K ﹤0.01% 2194
2024
Q2 		$35.7K Buy
678
+414
+157% +$23.4K ﹤0.01% 1818
2024
Q1 		$18.1K Buy
264
+262
+13,100% +$18.3K ﹤0.01% 2011
2023
Q4 		$163 Sell
2
-439
-100% -$36K ﹤0.01% 2950
2023
Q3 		$47.9K Sell
441
-163
-27% -$18.5K ﹤0.01% 1582
2023
Q2 		$70.6K Sell
604
-169
-22% -$16.1K ﹤0.01% 1471
2023
Q1 		$27.4K Sell
773
-444
-36% -$41.2K ﹤0.01% 1879
2022
Q4 		$67K Sell
1,217
-20
-2% -$2.4K ﹤0.01% 2018
2022
Q3 		$73K Buy
1,237
+39
+3% +$5.6K ﹤0.01% 2085
2022
Q2 		$70K Hold
1,198
– – ﹤0.01% 1924
2022
Q1 		$70K Sell
1,198
-2,162
-64% -$451K ﹤0.01% 1924
2021
Q4 		$826K Buy
3,360
+3,135
+1,393% +$886K 0.02% 453
2021
Q3 		$59K Buy
225
+174
+341% +$40.1K ﹤0.01% 1515
2021
Q2 		$9K Buy
51
+1
+2% +$157 ﹤0.01% 2239
2021
Q1 		$7K Buy
+50
New +$7.49K ﹤0.01% 2263

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

IFP Advisors's BILL Position: Q2 2026 in Review

IFP Advisors increased its BILL Holdings (BILL) stake by 34% in Q2 2026, buying an estimated $1.47K and bringing the position to 156 shares worth $5.64K. The position accounts for ﹤0.01% of the portfolio, ranked #3706.

IFP Advisors first reported a position in BILL in Q1 2021 and has held it in 22 quarters since. The position peaked at $826K in Q4 2021. 341 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • IFP Advisors held 156 shares of BILL Holdings worth $5.64K as of Q2 2026.
  • IFP Advisors bought 40 BILL Holdings shares in Q2 2026, an estimated $1.47K.
  • BILL Holdings made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3706 holding.
  • IFP Advisors first reported a position in BILL Holdings in Q1 2021 and has held it in 22 quarters since.
  • IFP Advisors's BILL Holdings position peaked at $826K in Q4 2021.
  • 341 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.