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LRI Investments’s BILL Holdings BILL Stock Holding History

LRI Investments’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 		$181 Buy
+5
New +$184 ﹤0.01% 1752

Other funds holding BILL

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return
SM
Sciencast Management Princeton, New Jersey $482M AUM 24.43% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
IWM
Inlight Wealth Management Atlanta, Georgia $315M AUM 26.98% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

LRI Investments's BILL Position: Q2 2026 in Review

LRI Investments opened a new position in BILL Holdings (BILL) in Q2 2026: 5 shares worth $181. The stake represents ﹤0.01% of the portfolio and ranks #1752 among its holdings.

73 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • LRI Investments held 5 shares of BILL Holdings worth $181 as of Q2 2026.
  • BILL Holdings was a new LRI Investments position in Q2 2026.
  • BILL Holdings made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1752 holding.
  • 73 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.