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Pinnacle Wealth Planning Services’s BILL Holdings BILL Stock Holding History

Pinnacle Wealth Planning Services’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
2025
Q1 		– Sell
-2,558
Closed -$217K – 402
2024
Q4 		$217K Buy
+2,558
New +$191K 0.03% 339
2021
Q1 		– Sell
-5
Closed -$1K – 540
2020
Q4 		$1K Buy
+5
New +$590 ﹤0.01% 2068

Other funds holding BILL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Pinnacle Wealth Planning Services's BILL Position: Q1 2025 in Review

Pinnacle Wealth Planning Services sold out of BILL Holdings (BILL) in Q1 2025, closing a stake of 2,558 shares — an estimated $217K sold.

Pinnacle Wealth Planning Services first reported a position in BILL in Q4 2020 and held it in 2 quarters. The position peaked at $217K in Q4 2024. 393 funds tracked by Wall St. Rank hold BILL as of Q1 2025.

  • Pinnacle Wealth Planning Services reported no remaining BILL Holdings position as of Q1 2025 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 2,558 BILL Holdings shares in Q1 2025, an estimated $217K.
  • Pinnacle Wealth Planning Services first reported a position in BILL Holdings in Q4 2020 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's BILL Holdings position peaked at $217K in Q4 2024.
  • 393 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2025.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2025, filed 15 May 2025.