IMA Advisory Services’s BILL Holdings BILL Stock Holding History

IMA Advisory Services’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
2025 Q3	–	Sell	-1	Closed	-$46	–	552
2025 Q2	$46	Buy	+1	New	+$44	﹤0.01%	553

Other funds holding BILL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

IMA Advisory Services's BILL Position: Q3 2025 in Review

IMA Advisory Services sold out of BILL Holdings (BILL) in Q3 2025, closing a stake of 1 share — an estimated $46 sold.

IMA Advisory Services first reported a position in BILL in Q2 2025 and held it in 1 quarter. The position peaked at $46 in Q2 2025. 362 funds tracked by Wall St. Rank hold BILL as of Q3 2025.

IMA Advisory Services reported no remaining BILL Holdings position as of Q3 2025 after selling out during the quarter.
IMA Advisory Services sold 1 BILL Holdings share in Q3 2025, an estimated $46.
IMA Advisory Services first reported a position in BILL Holdings in Q2 2025 and held it in 1 quarter.
IMA Advisory Services's BILL Holdings position peaked at $46 in Q2 2025.
362 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2025.

Based on IMA Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.