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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
2025
Q2 		– Sell
-200,000
Closed -$9.18M – 205
2025
Q1 		$9.18M Buy
+200,000
New +$13.4M 1.03% 28

Other funds holding BILL

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SM
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
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
State Street
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.