Orion Portfolio Solutions’s BILL Holdings BILL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$891K Buy
19,414
+11,648
+150% +$783K 0.01% 1143
2024
Q4
$658K Buy
+7,766
New +$579K 0.01% 1247
2023
Q4
Sell
-2,879
Closed -$313K 1658
2023
Q3
$313K Sell
2,879
-142
-5% -$16.2K ﹤0.01% 1360
2023
Q2
$353K Buy
+3,021
New +$287K ﹤0.01% 1345

Other funds holding BILL

Orion Portfolio Solutions's BILL Position: Q1 2025 in Review

Orion Portfolio Solutions increased its BILL Holdings (BILL) stake by 150% in Q1 2025, buying an estimated $783K and bringing the position to 19,414 shares worth $891K. The position accounts for 0.01% of the portfolio, ranked #1143.

Orion Portfolio Solutions first reported a position in BILL in Q2 2023 and has held it in 4 quarters since. 393 funds tracked by Wall St. Rank hold BILL as of Q1 2025.

  • Orion Portfolio Solutions held 19,414 shares of BILL Holdings worth $891K as of Q1 2025.
  • Orion Portfolio Solutions bought 11,648 BILL Holdings shares in Q1 2025, an estimated $783K.
  • BILL Holdings made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1143 holding.
  • Orion Portfolio Solutions first reported a position in BILL Holdings in Q2 2023 and has held it in 4 quarters since.
  • 393 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.