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
Q3 		$36.4M Sell
855,487
-35,912
-4% -$1.66M 0.01% 1227
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Iridian Asset Management
Iridian Asset Management Westport, Connecticut $275M AUM 37.66% 1-Year Est. Return

LPL Financial's BILL Position: Q3 2026 in Review

LPL Financial reduced its BILL Holdings (BILL) stake by 4% in Q3 2026, selling an estimated $1.66M and leaving 855,487 shares worth $36.4M. The position accounts for 0.01% of the portfolio, ranked #1227.

LPL Financial first reported a position in BILL in Q3 2020 and has held it in 25 quarters since. 146 funds tracked by Wall St. Rank hold BILL as of Q3 2026.

  • LPL Financial held 855,487 shares of BILL Holdings worth $36.4M as of Q3 2026.
  • LPL Financial sold 35,912 BILL Holdings shares in Q3 2026, an estimated $1.66M.
  • BILL Holdings made up 0.01% of LPL Financial's portfolio in Q3 2026, its #1227 holding.
  • LPL Financial first reported a position in BILL Holdings in Q3 2020 and has held it in 25 quarters since.
  • 146 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.