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Rothschild Investment LLC’s BILL Holdings BILL Stock Holding History

Rothschild Investment LLC’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 		$217 Sell
6
-5
-45% -$184 ﹤0.01% 3429
2026
Q1 		$421 Sell
11
-19
-63% -$850 ﹤0.01% 3174
2025
Q4 		$1.64K Buy
30
+25
+500% +$1.28K ﹤0.01% 2467
2025
Q3 		$265 Hold
5
– – ﹤0.01% 2970
2025
Q2 		$231 Buy
+5
New +$221 ﹤0.01% 2911
2025
Q1 		– Sell
-4
Closed -$339 – 3028
2024
Q4 		$339 Hold
4
– – ﹤0.01% 2664
2024
Q3 		$211 Buy
+4
New +$206 ﹤0.01% 2705

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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Rothschild Investment LLC's BILL Position: Q2 2026 in Review

Rothschild Investment LLC reduced its BILL Holdings (BILL) stake by 45% in Q2 2026, selling an estimated $184 and leaving 6 shares worth $217. The position accounts for ﹤0.01% of the portfolio, ranked #3429.

Rothschild Investment LLC first reported a position in BILL in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.64K in Q4 2025. 341 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • Rothschild Investment LLC held 6 shares of BILL Holdings worth $217 as of Q2 2026.
  • Rothschild Investment LLC sold 5 BILL Holdings shares in Q2 2026, an estimated $184.
  • BILL Holdings made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3429 holding.
  • Rothschild Investment LLC first reported a position in BILL Holdings in Q3 2024 and has held it in 7 quarters since.
  • Rothschild Investment LLC's BILL Holdings position peaked at $1.64K in Q4 2025.
  • 341 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.