NewEdge Wealth’s BILL Holdings BILL Stock Holding History

NewEdge Wealth’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 Q1	–	Sell	-289,289	Closed	-$15.8M	–	1142
2025 Q4	$15.8M	Buy	+289,289	New	+$14.9M	0.18%	99

Other funds holding BILL

ECH

ER Collective Holdings Washington, District of Columbia $308M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

NewEdge Wealth's BILL Position: Q1 2026 in Review

NewEdge Wealth sold out of BILL Holdings (BILL) in Q1 2026, closing a stake of 289,289 shares — an estimated $15.8M sold.

NewEdge Wealth first reported a position in BILL in Q4 2025 and held it in 1 quarter. The position peaked at $15.8M in Q4 2025. 341 funds tracked by Wall St. Rank hold BILL as of Q1 2026.

NewEdge Wealth reported no remaining BILL Holdings position as of Q1 2026 after selling out during the quarter.
NewEdge Wealth sold 289,289 BILL Holdings shares in Q1 2026, an estimated $15.8M.
NewEdge Wealth first reported a position in BILL Holdings in Q4 2025 and held it in 1 quarter.
NewEdge Wealth's BILL Holdings position peaked at $15.8M in Q4 2025.
341 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.