Principia Wealth Advisory
BILL icon

Principia Wealth Advisory’s BILL Holdings BILL Stock Holding History

Principia Wealth Advisory’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
Q3 		$85 Hold
2
– – ﹤0.01% 1034
2026
Q2 		$72 Sell
2
-3
-60% -$111 ﹤0.01% 1044
2026
Q1 		$192 Buy
5
+3
+150% +$134 ﹤0.01% 962
2025
Q4 		$109 Buy
+2
New +$103 ﹤0.01% 967
2025
Q2 		– Sell
-1
Closed -$44 – 952
2025
Q1 		$44 Buy
+1
New +$67 ﹤0.01% 843

Other funds holding BILL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

Principia Wealth Advisory's BILL Position: Q3 2026 in Review

Principia Wealth Advisory held its BILL Holdings (BILL) position steady in Q3 2026 at 2 shares worth $85. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

Principia Wealth Advisory first reported a position in BILL in Q1 2025 and has held it in 5 quarters since. The position peaked at $192 in Q1 2026. 239 funds tracked by Wall St. Rank hold BILL as of Q3 2026.

  • Principia Wealth Advisory held 2 shares of BILL Holdings worth $85 as of Q3 2026.
  • Principia Wealth Advisory left its BILL Holdings share count unchanged in Q3 2026.
  • BILL Holdings made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q3 2026, its #1034 holding.
  • Principia Wealth Advisory first reported a position in BILL Holdings in Q1 2025 and has held it in 5 quarters since.
  • Principia Wealth Advisory's BILL Holdings position peaked at $192 in Q1 2026.
  • 239 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2026.

Based on Principia Wealth Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.