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Rialto Wealth Management’s BILL Holdings BILL Stock Holding History

Rialto Wealth Management’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 		$109 Sell
3
-3
-50% -$111 ﹤0.01% 1898
2026
Q1 		$230 Sell
6
-1
-14% -$45 ﹤0.01% 1582
2025
Q4 		$382 Hold
7
– – ﹤0.01% 1372
2025
Q3 		$371 Buy
7
+5
+250% +$232 ﹤0.01% 1352
2025
Q2 		$93 Buy
+2
New +$88 ﹤0.01% 1545

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

Rialto Wealth Management's BILL Position: Q2 2026 in Review

Rialto Wealth Management reduced its BILL Holdings (BILL) stake by 50% in Q2 2026, selling an estimated $111 and leaving 3 shares worth $109. The position accounts for ﹤0.01% of the portfolio, ranked #1898.

Rialto Wealth Management first reported a position in BILL in Q2 2025 and has held it in 5 quarters since. The position peaked at $382 in Q4 2025. 342 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • Rialto Wealth Management held 3 shares of BILL Holdings worth $109 as of Q2 2026.
  • Rialto Wealth Management sold 3 BILL Holdings shares in Q2 2026, an estimated $111.
  • BILL Holdings made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1898 holding.
  • Rialto Wealth Management first reported a position in BILL Holdings in Q2 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's BILL Holdings position peaked at $382 in Q4 2025.
  • 342 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.