Rise Advisors’s BILL Holdings BILL Stock Holding History

Rise Advisors’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 Q4	–	Sell	-245	Closed	-$13K	–	258
2025 Q3	$13K	Hold	245	–	–	﹤0.01%	848
2025 Q2	$11.3K	Hold	245	–	–	﹤0.01%	910
2025 Q1	$11.2K	Buy	+245	New	+$16.5K	0.01%	896

Other funds holding BILL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ECH

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

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

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

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

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

Rise Advisors's BILL Position: Q4 2025 in Review

Rise Advisors sold out of BILL Holdings (BILL) in Q4 2025, closing a stake of 245 shares — an estimated $13K sold.

Rise Advisors first reported a position in BILL in Q1 2025 and held it in 3 quarters. The position peaked at $13K in Q3 2025. 365 funds tracked by Wall St. Rank hold BILL as of Q4 2025.

Rise Advisors reported no remaining BILL Holdings position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 245 BILL Holdings shares in Q4 2025, an estimated $13K.
Rise Advisors first reported a position in BILL Holdings in Q1 2025 and held it in 3 quarters.
Rise Advisors's BILL Holdings position peaked at $13K in Q3 2025.
365 funds tracked by Wall St. Rank held BILL Holdings as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.