Mackenzie Financial
BILL icon

Mackenzie Financial’s BILL Holdings BILL Stock Holding History

Mackenzie 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
2025
Q3 		– Sell
-18,540
Closed -$858K – 1711
2025
Q2 		$858K Buy
18,540
+8,600
+87% +$380K ﹤0.01% 1057
2025
Q1 		$456K Buy
+9,940
New +$668K ﹤0.01% 1223
2022
Q4 		– Sell
-1,702
Closed -$225K – 1450
2022
Q3 		$225K Buy
+1,702
New +$245K ﹤0.01% 1201
2022
Q2 		– Sell
-1,952
Closed -$443K – 1463
2022
Q1 		$443K Sell
1,952
-1,478
-43% -$308K ﹤0.01% 1013
2021
Q4 		$855K Buy
+3,430
New +$970K ﹤0.01% 934

Other funds holding BILL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Mackenzie Financial's BILL Position: Q3 2025 in Review

Mackenzie Financial sold out of BILL Holdings (BILL) in Q3 2025, closing a stake of 18,540 shares — an estimated $858K sold.

Mackenzie Financial first reported a position in BILL in Q4 2021 and held it in 5 quarters. The position peaked at $858K in Q2 2025. 362 funds tracked by Wall St. Rank hold BILL as of Q3 2025.

  • Mackenzie Financial reported no remaining BILL Holdings position as of Q3 2025 after selling out during the quarter.
  • Mackenzie Financial sold 18,540 BILL Holdings shares in Q3 2025, an estimated $858K.
  • Mackenzie Financial first reported a position in BILL Holdings in Q4 2021 and held it in 5 quarters.
  • Mackenzie Financial's BILL Holdings position peaked at $858K in Q2 2025.
  • 362 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2025.

Based on Mackenzie Financial's 13F filing for Q3 2025, filed 13 Nov 2025.