Root Financial Partners
BILL icon

Root Financial Partners’s BILL Holdings BILL Stock Holding History

Root Financial Partners’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
Q3 		$16.8K Buy
+396
New +$18.3K ﹤0.01% 1646
2026
Q2 		– Sell
-190
Closed -$7.28K – 747
2026
Q1 		$7.28K Sell
190
-57
-23% -$2.55K ﹤0.01% 1804
2025
Q4 		$13.5K Buy
247
+32
+15% +$1.64K ﹤0.01% 1366
2025
Q3 		$11.4K Buy
+215
New +$10K ﹤0.01% 1403

Other funds holding BILL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Senvest Management
Senvest Management New York $3.45B AUM 44.97% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Root Financial Partners's BILL Position: Q3 2026 in Review

Root Financial Partners opened a new position in BILL Holdings (BILL) in Q3 2026: 396 shares worth $16.8K. The stake represents ﹤0.01% of the portfolio and ranks #1646 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BILL as recently as Q1 2026.

Root Financial Partners first reported a position in BILL in Q3 2025 and has held it in 4 quarters since. 281 funds tracked by Wall St. Rank hold BILL as of Q3 2026.

  • Root Financial Partners held 396 shares of BILL Holdings worth $16.8K as of Q3 2026.
  • BILL Holdings was a new Root Financial Partners position in Q3 2026.
  • BILL Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1646 holding.
  • Root Financial Partners first reported a position in BILL Holdings in Q3 2025 and has held it in 4 quarters since.
  • 281 funds tracked by Wall St. Rank held BILL Holdings as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.