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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

ECH
ER Collective Holdings Washington, District of Columbia $326M AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Larson Financial Group's BILL Position: Q1 2026 in Review

Larson Financial Group reduced its BILL Holdings (BILL) stake by 47% in Q1 2026, selling an estimated $5.14K and leaving 128 shares worth $4.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2624.

Larson Financial Group first reported a position in BILL in Q3 2024 and has held it in 7 quarters since. The position peaked at $13.3K in Q4 2025. 338 funds tracked by Wall St. Rank hold BILL as of Q1 2026.

  • Larson Financial Group held 128 shares of BILL Holdings worth $4.9K as of Q1 2026.
  • Larson Financial Group sold 115 BILL Holdings shares in Q1 2026, an estimated $5.14K.
  • BILL Holdings made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2624 holding.
  • Larson Financial Group first reported a position in BILL Holdings in Q3 2024 and has held it in 7 quarters since.
  • Larson Financial Group's BILL Holdings position peaked at $13.3K in Q4 2025.
  • 338 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.