Jefferies Financial Group’s BILL Holdings BILL Stock Holding History

Jefferies Financial Group’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	$311K	Buy	8,600 +1,600	+23%	+$58.9K	﹤0.01%	1371
2026 Q1	$268K	Buy	+7,000	New	+$313K	﹤0.01%	1414
2025 Q3	–	Sell	-5,300	Closed	-$245K	–	1461
2025 Q2	$245K	Sell	5,300 -58,931	-92%	-$2.61M	﹤0.01%	1081
2025 Q1	$2.95M	Sell	64,231 -77,323	-55%	-$5.2M	0.03%	450
2024 Q4	$12M	Buy	+141,554	New	+$10.6M	0.07%	192
2024 Q3	–	Sell	-12,560	Closed	-$661K	–	1451
2024 Q2	$661K	Buy	+12,560	New	+$711K	0.01%	877
2023 Q3	–	Sell	-60	Closed	-$7.01K	–	1630
2023 Q2	$7.01K	Buy	+60	New	+$5.7K	﹤0.01%	1594
2023 Q1	–	Sell	-3,588	Closed	-$391K	–	1634
2022 Q4	$391K	Buy	+3,588	New	+$431K	﹤0.01%	1135

Other funds holding BILL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ECH

ER Collective Holdings Washington, District of Columbia $308M AUM

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Jefferies Financial Group's BILL Position: Q2 2026 in Review

Jefferies Financial Group increased its BILL Holdings (BILL) stake by 23% in Q2 2026, buying an estimated $58.9K and bringing the position to 8,600 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

Jefferies Financial Group first reported a position in BILL in Q4 2022 and has held it in 8 quarters since. The position peaked at $12M in Q4 2024. 341 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

Jefferies Financial Group held 8,600 shares of BILL Holdings worth $311K as of Q2 2026.
Jefferies Financial Group bought 1,600 BILL Holdings shares in Q2 2026, an estimated $58.9K.
BILL Holdings made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1371 holding.
Jefferies Financial Group first reported a position in BILL Holdings in Q4 2022 and has held it in 8 quarters since.
Jefferies Financial Group's BILL Holdings position peaked at $12M in Q4 2024.
341 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.