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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECH
ER Collective Holdings Washington, District of Columbia $326M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principia Wealth Advisory's BILL Position: Q4 2025 in Review

Principia Wealth Advisory opened a new position in BILL Holdings (BILL) in Q4 2025: 2 shares worth $109. The stake represents ﹤0.01% of the portfolio and ranks #967 among its holdings. This is a return to the name: Principia Wealth Advisory previously reported a position in BILL as recently as Q1 2025.

Principia Wealth Advisory first reported a position in BILL in Q1 2025 and has held it in 2 quarters since. 362 funds tracked by Wall St. Rank hold BILL as of Q4 2025.

  • Principia Wealth Advisory held 2 shares of BILL Holdings worth $109 as of Q4 2025.
  • BILL Holdings was a new Principia Wealth Advisory position in Q4 2025.
  • BILL Holdings made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #967 holding.
  • Principia Wealth Advisory first reported a position in BILL Holdings in Q1 2025 and has held it in 2 quarters since.
  • 362 funds tracked by Wall St. Rank held BILL Holdings as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.