LPL Financial
BILL icon

LPL Financial’s BILL Holdings BILL Stock Holding History

LPL Financial’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 		$32.2M Buy
891,399
+12,452
+1% +$459K 0.01% 1268
2026
Q1 		$33.7M Buy
878,947
+287,575
+49% +$12.9M 0.01% 1111
2025
Q4 		$32.3M Sell
591,372
-72,063
-11% -$3.7M 0.01% 1101
2025
Q3 		$35.1M Buy
663,435
+4,124
+0.6% +$192K 0.01% 1013
2025
Q2 		$30.5M Buy
659,311
+571,820
+654% +$25.3M 0.01% 1016
2025
Q1 		$4.01M Buy
87,491
+22,958
+36% +$1.54M ﹤0.01% 2336
2024
Q4 		$5.47M Sell
64,533
-1,847
-3% -$138K ﹤0.01% 2011
2024
Q3 		$3.5M Buy
66,380
+54,125
+442% +$2.79M ﹤0.01% 2253
2024
Q2 		$645K Buy
12,255
+1,753
+17% +$99.2K ﹤0.01% 3639
2024
Q1 		$722K Buy
10,502
+1,860
+22% +$130K ﹤0.01% 3457
2023
Q4 		$705K Sell
8,642
-4,654
-35% -$382K ﹤0.01% 3364
2023
Q3 		$1.44M Buy
13,296
+5,362
+68% +$610K ﹤0.01% 2589
2023
Q2 		$927K Sell
7,934
-195
-2% -$18.5K ﹤0.01% 2893
2023
Q1 		$660K Buy
8,129
+132
+2% +$12.2K ﹤0.01% 3117
2022
Q4 		$871K Buy
7,997
+2,203
+38% +$264K ﹤0.01% 2746
2022
Q3 		$767K Sell
5,794
-821
-12% -$118K ﹤0.01% 2747
2022
Q2 		$727K Sell
6,615
-1,154
-15% -$168K ﹤0.01% 2861
2022
Q1 		$1.76M Sell
7,769
-4,184
-35% -$872K ﹤0.01% 2157
2021
Q4 		$2.98M Buy
11,953
+2,253
+23% +$637K ﹤0.01% 1794
2021
Q3 		$2.59M Buy
9,700
+5,914
+156% +$1.36M ﹤0.01% 1853
2021
Q2 		$694K Sell
3,786
-351
-8% -$55K ﹤0.01% 2874
2021
Q1 		$602K Buy
4,137
+399
+11% +$59.8K ﹤0.01% 2861
2020
Q4 		$510K Buy
3,738
+650
+21% +$76.7K ﹤0.01% 2737
2020
Q3 		$310K Buy
+3,088
New +$281K ﹤0.01% 2883

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

LPL Financial's BILL Position: Q2 2026 in Review

LPL Financial increased its BILL Holdings (BILL) stake by 1.4% in Q2 2026, buying an estimated $459K and bringing the position to 891,399 shares worth $32.2M. The position accounts for 0.01% of the portfolio, ranked #1268.

LPL Financial first reported a position in BILL in Q3 2020 and has held it in 24 quarters since. The position peaked at $35.1M in Q3 2025. 341 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • LPL Financial held 891,399 shares of BILL Holdings worth $32.2M as of Q2 2026.
  • LPL Financial bought 12,452 BILL Holdings shares in Q2 2026, an estimated $459K.
  • BILL Holdings made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1268 holding.
  • LPL Financial first reported a position in BILL Holdings in Q3 2020 and has held it in 24 quarters since.
  • LPL Financial's BILL Holdings position peaked at $35.1M in Q3 2025.
  • 341 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.