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Larson Financial Group’s BILL Holdings BILL Stock Holding History

Larson 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
2020
Q3 		– Sell
-300
Closed -$2K – 727
2020
Q2 		$2K Buy
+300
New +$19.3K ﹤0.01% 546

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

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

Larson Financial Group increased its BILL Holdings (BILL) stake by 437% in Q2 2026, buying an estimated $20.6K and bringing the position to 687 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1893.

Larson Financial Group first reported a position in BILL in Q3 2024 and has held it in 8 quarters since. 341 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • Larson Financial Group held 687 shares of BILL Holdings worth $24.8K as of Q2 2026.
  • Larson Financial Group bought 559 BILL Holdings shares in Q2 2026, an estimated $20.6K.
  • BILL Holdings made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1893 holding.
  • Larson Financial Group first reported a position in BILL Holdings in Q3 2024 and has held it in 8 quarters since.
  • 341 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

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