IFP Advisors
BILL icon

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
Q3 		$1.66K Sell
39
-117
-75% -$5.39K ﹤0.01% 4308
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% 2017
2022
Q3 		$73K Buy
1,237
+39
+3% +$5.6K ﹤0.01% 2084
2022
Q2 		$70K Hold
1,198
– – ﹤0.01% 1925
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

IFP Advisors's BILL Position: Q3 2026 in Review

IFP Advisors reduced its BILL Holdings (BILL) stake by 75% in Q3 2026, selling an estimated $5.39K and leaving 39 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #4308.

IFP Advisors first reported a position in BILL in Q1 2021 and has held it in 23 quarters since. The position peaked at $826K in Q4 2021. 146 funds tracked by Wall St. Rank hold BILL as of Q3 2026.

  • IFP Advisors held 39 shares of BILL Holdings worth $1.66K as of Q3 2026.
  • IFP Advisors sold 117 BILL Holdings shares in Q3 2026, an estimated $5.39K.
  • BILL Holdings made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4308 holding.
  • IFP Advisors first reported a position in BILL Holdings in Q1 2021 and has held it in 23 quarters since.
  • IFP Advisors's BILL Holdings position peaked at $826K in Q4 2021.
  • 146 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.