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Kestra Investment Management’s BILL Holdings BILL Stock Holding History

Kestra Investment Management’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
-197
Closed -$9.11K – 499
2025
Q2 		$9.11K Buy
197
+172
+688% +$7.6K ﹤0.01% 724
2025
Q1 		$1.15K Buy
+25
New +$1.68K ﹤0.01% 806

Other funds holding BILL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GF
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

Kestra Investment Management's BILL Position: Q3 2025 in Review

Kestra Investment Management sold out of BILL Holdings (BILL) in Q3 2025, closing a stake of 197 shares — an estimated $9.11K sold.

Kestra Investment Management first reported a position in BILL in Q1 2025 and held it in 2 quarters. The position peaked at $9.11K in Q2 2025. 362 funds tracked by Wall St. Rank hold BILL as of Q3 2025.

  • Kestra Investment Management reported no remaining BILL Holdings position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 197 BILL Holdings shares in Q3 2025, an estimated $9.11K.
  • Kestra Investment Management first reported a position in BILL Holdings in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's BILL Holdings position peaked at $9.11K in Q2 2025.
  • 362 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.