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Private Wealth Management Group’s BILL Holdings BILL Stock Holding History

Private Wealth Management 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
-55
Closed -$2.52K – 1511
2025
Q1 		$2.52K Sell
55
-47
-46% -$3.16K ﹤0.01% 979
2024
Q4 		$8.64K Hold
102
– – ﹤0.01% 538
2024
Q3 		$5.38K Buy
102
+81
+386% +$4.17K ﹤0.01% 702
2024
Q2 		$1.11K Buy
21
+6
+40% +$340 ﹤0.01% 1246
2024
Q1 		$1.03K Sell
15
-1
-6% -$70 ﹤0.01% 1257
2023
Q4 		$1.31K Buy
+16
New +$1.31K ﹤0.01% 1169

Other funds holding BILL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Private Wealth Management Group's BILL Position: Q2 2025 in Review

Private Wealth Management Group sold out of BILL Holdings (BILL) in Q2 2025, closing a stake of 55 shares — an estimated $2.52K sold.

Private Wealth Management Group first reported a position in BILL in Q4 2023 and held it in 6 quarters. The position peaked at $8.64K in Q4 2024. 371 funds tracked by Wall St. Rank hold BILL as of Q2 2025.

  • Private Wealth Management Group reported no remaining BILL Holdings position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 55 BILL Holdings shares in Q2 2025, an estimated $2.52K.
  • Private Wealth Management Group first reported a position in BILL Holdings in Q4 2023 and held it in 6 quarters.
  • Private Wealth Management Group's BILL Holdings position peaked at $8.64K in Q4 2024.
  • 371 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.