Prestige Wealth Management Group’s BILL Holdings BILL Stock Holding History

Prestige Wealth Management 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	–	Sell	-57	Closed	-$2.18K	–	1106
2026 Q1	$2.18K	Hold	57	–	–	﹤0.01%	724
2025 Q4	$3.11K	Hold	57	–	–	﹤0.01%	675
2025 Q3	$3.02K	Hold	57	–	–	﹤0.01%	659
2025 Q2	$2.64K	Buy	+57	New	+$2.52K	﹤0.01%	685
2023 Q1	–	Sell	-14	Closed	-$1.52K	–	1068
2022 Q4	$1.52K	Hold	14	–	–	﹤0.01%	893
2022 Q3	$2K	Hold	14	–	–	﹤0.01%	711
2022 Q2	$2K	Sell	14 -9	-39%	-$1.31K	﹤0.01%	727
2022 Q1	$5K	Buy	23 +4	+21%	+$834	﹤0.01%	589
2021 Q4	$5K	Hold	19	–	–	﹤0.01%	622
2021 Q3	$5K	Hold	19	–	–	﹤0.01%	621
2021 Q2	$3K	Hold	19	–	–	﹤0.01%	711
2021 Q1	$3K	Buy	+19	New	+$2.85K	﹤0.01%	707

Other funds holding BILL

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

ECH

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Prestige Wealth Management Group's BILL Position: Q2 2026 in Review

Prestige Wealth Management Group sold out of BILL Holdings (BILL) in Q2 2026, closing a stake of 57 shares — an estimated $2.18K sold.

Prestige Wealth Management Group first reported a position in BILL in Q1 2021 and held it in 12 quarters. The position peaked at $5K in Q1 2022. 342 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

Prestige Wealth Management Group reported no remaining BILL Holdings position as of Q2 2026 after selling out during the quarter.
Prestige Wealth Management Group sold 57 BILL Holdings shares in Q2 2026, an estimated $2.18K.
Prestige Wealth Management Group first reported a position in BILL Holdings in Q1 2021 and held it in 12 quarters.
Prestige Wealth Management Group's BILL Holdings position peaked at $5K in Q1 2022.
342 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.