MassMutual Private Wealth & Trust’s BILL Holdings BILL Stock Holding History

MassMutual Private Wealth & Trust’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	$3.15K	Sell	87 -28	-24%	-$1.03K	﹤0.01%	1855
2026 Q1	$4.41K	Sell	115 -113	-50%	-$5.05K	﹤0.01%	1731
2025 Q4	$12.4K	Buy	228 +17	+8%	+$873	﹤0.01%	1297
2025 Q3	$11.2K	Buy	211 +75	+55%	+$3.48K	﹤0.01%	1347
2025 Q2	$6.29K	Sell	136 -24	-15%	-$1.06K	﹤0.01%	1544
2025 Q1	$7.34K	Buy	160 +145	+967%	+$9.75K	﹤0.01%	1417
2024 Q4	$1.27K	Hold	15	–	–	﹤0.01%	1962
2024 Q3	$791	Buy	15 +5	+50%	+$257	﹤0.01%	1909
2024 Q2	$526	Buy	+10	New	+$566	﹤0.01%	1948
2023 Q4	–	Sell	-13	Closed	-$1.41K	–	1961
2023 Q3	$1.41K	Sell	13 -18	-58%	-$2.05K	﹤0.01%	1595
2023 Q2	$3.62K	Buy	+31	New	+$2.94K	﹤0.01%	1307
2023 Q1	–	Sell	-3	Closed	–	–	1809
2022 Q4	$0	Sell	3 -9	-75%	-$1.08K	﹤0.01%	1653
2022 Q3	$2K	Sell	12 -16	-57%	-$2.3K	﹤0.01%	1171
2022 Q2	$3K	Buy	+28	New	+$4.08K	﹤0.01%	1019
2022 Q1	–	Sell	-2	Closed	–	–	1516
2021 Q4	$0	Buy	+2	New	+$566	﹤0.01%	1397

Other funds holding BILL

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CCM

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MassMutual Private Wealth & Trust's BILL Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its BILL Holdings (BILL) stake by 24% in Q2 2026, selling an estimated $1.03K and leaving 87 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1855.

MassMutual Private Wealth & Trust first reported a position in BILL in Q4 2021 and has held it in 15 quarters since. The position peaked at $12.4K in Q4 2025. 80 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

MassMutual Private Wealth & Trust held 87 shares of BILL Holdings worth $3.15K as of Q2 2026.
MassMutual Private Wealth & Trust sold 28 BILL Holdings shares in Q2 2026, an estimated $1.03K.
BILL Holdings made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1855 holding.
MassMutual Private Wealth & Trust first reported a position in BILL Holdings in Q4 2021 and has held it in 15 quarters since.
MassMutual Private Wealth & Trust's BILL Holdings position peaked at $12.4K in Q4 2025.
80 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.