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 Q2	$339K	Sell	9,374 -195	-2%	-$7.18K	0.02%	250
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ECH

ER Collective Holdings Washington, District of Columbia $308M AUM

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Private Advisory Group's BILL Position: Q2 2026 in Review

Private Advisory Group reduced its BILL Holdings (BILL) stake by 2% in Q2 2026, selling an estimated $7.18K and leaving 9,374 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #250.

Private Advisory Group first reported a position in BILL in Q2 2021 and has held it in 12 quarters since. The position peaked at $6.18M in Q1 2022. 341 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

Private Advisory Group held 9,374 shares of BILL Holdings worth $339K as of Q2 2026.
Private Advisory Group sold 195 BILL Holdings shares in Q2 2026, an estimated $7.18K.
BILL Holdings made up 0.02% of Private Advisory Group's portfolio in Q2 2026, its #250 holding.
Private Advisory Group first reported a position in BILL Holdings in Q2 2021 and has held it in 12 quarters since.
Private Advisory Group's BILL Holdings position peaked at $6.18M in Q1 2022.
341 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.