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Integrated Wealth Concepts’s BILL Holdings BILL Stock Holding History

Integrated Wealth Concepts’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 		$169K Buy
+4,667
New +$172K ﹤0.01% 2455

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

Integrated Wealth Concepts's BILL Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in BILL Holdings (BILL) in Q2 2026: 4,667 shares worth $169K. The stake represents ﹤0.01% of the portfolio and ranks #2455 among its holdings.

338 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • Integrated Wealth Concepts held 4,667 shares of BILL Holdings worth $169K as of Q2 2026.
  • BILL Holdings was a new Integrated Wealth Concepts position in Q2 2026.
  • BILL Holdings made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2455 holding.
  • 338 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.