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 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

ER Collective Holdings Washington, District of Columbia $326M AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return