PAG
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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECH
ER Collective Holdings Washington, District of Columbia $308M AUM
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
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.