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Newbridge Financial Services Group’s BILL Holdings BILL Stock Holding History

Newbridge Financial Services Group’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 Hold
5
– – ﹤0.01% 1181
2026
Q1 		$192 Hold
5
– – ﹤0.01% 1132
2025
Q4 		$273 Buy
+5
New +$257 ﹤0.01% 1129
2022
Q2 		– Sell
-100
Closed -$23K – 1370
2022
Q1 		$23K Hold
100
– – 0.01% 683
2021
Q4 		$25K Sell
100
-36
-26% -$10.2K 0.01% 651
2021
Q3 		$36K Sell
136
-7
-5% -$1.61K 0.02% 500
2021
Q2 		$26K Buy
143
+137
+2,283% +$21.5K 0.02% 690
2021
Q1 		$1K Sell
6
-252
-98% -$37.7K ﹤0.01% 1237
2020
Q4 		$35K Buy
258
+20
+8% +$2.36K 0.03% 409
2020
Q3 		$24K Buy
+238
New +$21.7K 0.02% 453

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

Newbridge Financial Services Group's BILL Position: Q2 2026 in Review

Newbridge Financial Services Group held its BILL Holdings (BILL) position steady in Q2 2026 at 5 shares worth $181. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

Newbridge Financial Services Group first reported a position in BILL in Q3 2020 and has held it in 10 quarters since. The position peaked at $36K in Q3 2021. 342 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • Newbridge Financial Services Group held 5 shares of BILL Holdings worth $181 as of Q2 2026.
  • Newbridge Financial Services Group left its BILL Holdings share count unchanged in Q2 2026.
  • BILL Holdings made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #1181 holding.
  • Newbridge Financial Services Group first reported a position in BILL Holdings in Q3 2020 and has held it in 10 quarters since.
  • Newbridge Financial Services Group's BILL Holdings position peaked at $36K in Q3 2021.
  • 342 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.