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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
-172
Closed -$7.96K – 462
2025
Q2 		$7.96K Buy
172
+147
+588% +$6.5K ﹤0.01% 561
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 $6.73T AUM 46.02% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 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 172 shares — an estimated $7.96K sold.

Kestra Investment Management first reported a position in BILL in Q1 2025 and held it in 2 quarters. The position peaked at $7.96K in Q2 2025. 365 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 172 BILL Holdings shares in Q3 2025, an estimated $7.96K.
  • 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 $7.96K in Q2 2025.
  • 365 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.