Jones Financial Companies
BILL icon

Jones Financial Companies’s BILL Holdings BILL Stock Holding History

Jones Financial Companies’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 		$16.8K Buy
472
+334
+242% +$12.3K ﹤0.01% 3583
2026
Q1 		$5.11K Buy
138
+9
+7% +$403 ﹤0.01% 3828
2025
Q4 		$7.04K Buy
129
+3
+2% +$154 ﹤0.01% 3372
2025
Q3 		$6.83K Buy
126
+87
+223% +$4.04K ﹤0.01% 3235
2025
Q2 		$1.78K Sell
39
-12
-24% -$530 ﹤0.01% 3494
2025
Q1 		$2.36K Sell
51
-134
-72% -$9.01K ﹤0.01% 3207
2024
Q4 		$15.7K Buy
185
+14
+8% +$1.04K ﹤0.01% 2346
2024
Q3 		$9.09K Sell
171
-129
-43% -$6.64K ﹤0.01% 2241
2024
Q2 		$15.8K Buy
+300
New +$17K ﹤0.01% 1616
2024
Q1 		– Sell
-2
Closed -$163 – 1370
2023
Q4 		$163 Buy
+2
New +$164 ﹤0.01% 1006

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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jones Financial Companies's BILL Position: Q2 2026 in Review

Jones Financial Companies increased its BILL Holdings (BILL) stake by 242% in Q2 2026, buying an estimated $12.3K and bringing the position to 472 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3583.

Jones Financial Companies first reported a position in BILL in Q4 2023 and has held it in 10 quarters since. 341 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • Jones Financial Companies held 472 shares of BILL Holdings worth $16.8K as of Q2 2026.
  • Jones Financial Companies bought 334 BILL Holdings shares in Q2 2026, an estimated $12.3K.
  • BILL Holdings made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3583 holding.
  • Jones Financial Companies first reported a position in BILL Holdings in Q4 2023 and has held it in 10 quarters since.
  • 341 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.