Private Advisory Group’s BILL Holdings BILL Stock Holding History

Private Advisory 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	$366K	Buy	+9,569	New	+$428K	0.02%	229
2025 Q1	–	Sell	-63,624	Closed	-$4.28M	–	201
2024 Q4	$5.39M	Buy	63,624 +234	+0.4%	+$17.4K	0.6%	45
2024 Q3	$3.34M	Buy	+63,390	New	+$3.26M	0.4%	60
2023 Q2	–	Sell	-53,725	Closed	-$4.36M	–	206
2023 Q1	$4.36M	Buy	53,725 +23,400	+77%	+$2.17M	0.93%	29
2022 Q4	$3.3M	Buy	30,325 +1,956	+7%	+$235K	0.72%	40
2022 Q3	$3.75M	Sell	28,369 -5,793	-17%	-$832K	0.86%	36
2022 Q2	$3.76M	Buy	34,162 +6,929	+25%	+$1.01M	0.85%	39
2022 Q1	$6.18M	Buy	27,233 +9,192	+51%	+$1.92M	1.21%	25
2021 Q4	$4.5M	Buy	18,041 +7,670	+74%	+$2.17M	0.85%	32
2021 Q3	$2.77M	Sell	10,371 -9,922	-49%	-$2.29M	0.68%	37
2021 Q2	$3.72M	Buy	+20,293	New	+$3.18M	0.94%	31

Other funds holding BILL

ECH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

CAM

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

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

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

Private Advisory Group's BILL Position: Q1 2026 in Review

Private Advisory Group opened a new position in BILL Holdings (BILL) in Q1 2026: 9,569 shares worth $366K. The stake represents 0.02% of the portfolio and ranks #229 among its holdings. This is a return to the name: Private Advisory Group previously reported a position in BILL as recently as Q4 2024.

Private Advisory Group first reported a position in BILL in Q2 2021 and has held it in 11 quarters since. The position peaked at $6.18M in Q1 2022. 338 funds tracked by Wall St. Rank hold BILL as of Q1 2026.

Private Advisory Group held 9,569 shares of BILL Holdings worth $366K as of Q1 2026.
BILL Holdings was a new Private Advisory Group position in Q1 2026.
BILL Holdings made up 0.02% of Private Advisory Group's portfolio in Q1 2026, its #229 holding.
Private Advisory Group first reported a position in BILL Holdings in Q2 2021 and has held it in 11 quarters since.
Private Advisory Group's BILL Holdings position peaked at $6.18M in Q1 2022.
338 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.