SageView Advisory Group’s BILL Holdings BILL Stock Holding History

SageView Advisory 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
2026 Q1	–	Sell	-125	Closed	-$6.82K	–	791
2025 Q4	$6.82K	Buy	+125	New	+$6.42K	﹤0.01%	1855

Other funds holding BILL

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

CAM

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

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

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

SageView Advisory Group's BILL Position: Q1 2026 in Review

SageView Advisory Group sold out of BILL Holdings (BILL) in Q1 2026, closing a stake of 125 shares — an estimated $6.82K sold.

SageView Advisory Group first reported a position in BILL in Q4 2025 and held it in 1 quarter. The position peaked at $6.82K in Q4 2025. 341 funds tracked by Wall St. Rank hold BILL as of Q1 2026.

SageView Advisory Group reported no remaining BILL Holdings position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 125 BILL Holdings shares in Q1 2026, an estimated $6.82K.
SageView Advisory Group first reported a position in BILL Holdings in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's BILL Holdings position peaked at $6.82K in Q4 2025.
341 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.