Principia Wealth Advisory’s BILL Holdings BILL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Principia Wealth Advisory's BILL Position: Q2 2026 in Review

Principia Wealth Advisory reduced its BILL Holdings (BILL) stake by 60% in Q2 2026, selling an estimated $111 and leaving 2 shares worth $72. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

Principia Wealth Advisory first reported a position in BILL in Q1 2025 and has held it in 4 quarters since. The position peaked at $192 in Q1 2026. 342 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • Principia Wealth Advisory held 2 shares of BILL Holdings worth $72 as of Q2 2026.
  • Principia Wealth Advisory sold 3 BILL Holdings shares in Q2 2026, an estimated $111.
  • BILL Holdings made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #1044 holding.
  • Principia Wealth Advisory first reported a position in BILL Holdings in Q1 2025 and has held it in 4 quarters since.
  • Principia Wealth Advisory's BILL Holdings position peaked at $192 in Q1 2026.
  • 342 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.