MCM
BILL icon

MAI Capital Management’s BILL Holdings BILL Stock Holding History

MAI Capital Management’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 		– Sell
-480
Closed -$18.4K – 2381
2026
Q1 		$18.4K Buy
480
+464
+2,900% +$20.8K ﹤0.01% 2844
2025
Q4 		$873 Sell
16
-9
-36% -$462 ﹤0.01% 3671
2025
Q3 		$1.32K Buy
25
+19
+317% +$882 ﹤0.01% 3422
2025
Q2 		$278 Sell
6
-5
-45% -$221 ﹤0.01% 3837
2025
Q1 		$505 Hold
11
– – ﹤0.01% 3237
2024
Q4 		$932 Buy
+11
New +$820 ﹤0.01% 3206

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

MAI Capital Management's BILL Position: Q2 2026 in Review

MAI Capital Management sold out of BILL Holdings (BILL) in Q2 2026, closing a stake of 480 shares — an estimated $18.4K sold.

MAI Capital Management first reported a position in BILL in Q4 2024 and held it in 6 quarters. The position peaked at $18.4K in Q1 2026. 341 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • MAI Capital Management reported no remaining BILL Holdings position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 480 BILL Holdings shares in Q2 2026, an estimated $18.4K.
  • MAI Capital Management first reported a position in BILL Holdings in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's BILL Holdings position peaked at $18.4K in Q1 2026.
  • 341 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.