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JFS Wealth Advisors’s BILL Holdings BILL Stock Holding History

JFS Wealth 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 		$1.66K Sell
46
-4
-8% -$147 ﹤0.01% 1658
2026
Q1 		$1.92K Sell
50
-7
-12% -$313 ﹤0.01% 1518
2025
Q4 		$3.11K Buy
57
+31
+119% +$1.59K ﹤0.01% 1416
2025
Q3 		$1.38K Buy
26
+7
+37% +$325 ﹤0.01% 1535
2025
Q2 		$879 Sell
19
-11
-37% -$486 ﹤0.01% 1599
2025
Q1 		$1.38K Hold
30
– – ﹤0.01% 1585
2024
Q4 		$2.54K Buy
30
+16
+114% +$1.19K ﹤0.01% 1381
2024
Q3 		$739 Buy
14
+1
+8% +$51 ﹤0.01% 1743
2024
Q2 		$685 Sell
13
-1
-7% -$57 ﹤0.01% 1758
2024
Q1 		$963 Sell
14
-6
-30% -$419 ﹤0.01% 1670
2023
Q4 		$1.63K Sell
20
-17
-46% -$1.4K ﹤0.01% 1511
2023
Q3 		$4.02K Buy
37
+19
+106% +$2.16K ﹤0.01% 1090
2023
Q2 		$2.1K Buy
+18
New +$1.71K ﹤0.01% 1368
2023
Q1 		– Sell
-15
Closed -$1.63K – 1960
2022
Q4 		$1.63K Sell
15
-7
-32% -$840 ﹤0.01% 1447
2022
Q3 		$3K Hold
22
– – ﹤0.01% 1145
2022
Q2 		$2K Buy
22
+10
+83% +$1.46K ﹤0.01% 1284
2022
Q1 		$3K Buy
12
+8
+200% +$1.67K ﹤0.01% 1213
2021
Q4 		$1K Buy
+4
New +$1.13K ﹤0.01% 1267

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

JFS Wealth Advisors's BILL Position: Q2 2026 in Review

JFS Wealth Advisors reduced its BILL Holdings (BILL) stake by 8% in Q2 2026, selling an estimated $147 and leaving 46 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

JFS Wealth Advisors first reported a position in BILL in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.02K in Q3 2023. 338 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • JFS Wealth Advisors held 46 shares of BILL Holdings worth $1.66K as of Q2 2026.
  • JFS Wealth Advisors sold 4 BILL Holdings shares in Q2 2026, an estimated $147.
  • BILL Holdings made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1658 holding.
  • JFS Wealth Advisors first reported a position in BILL Holdings in Q4 2021 and has held it in 18 quarters since.
  • JFS Wealth Advisors's BILL Holdings position peaked at $4.02K in Q3 2023.
  • 338 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.