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Sequoia Financial Advisors’s BILL Holdings BILL Stock Holding History

Sequoia Financial 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
2026
Q2 		$237K Sell
6,558
-1,831
-22% -$67.5K ﹤0.01% 1855
2026
Q1 		$321K Buy
+8,389
New +$375K ﹤0.01% 1533

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

Sequoia Financial Advisors's BILL Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its BILL Holdings (BILL) stake by 22% in Q2 2026, selling an estimated $67.5K and leaving 6,558 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1855.

Sequoia Financial Advisors first reported a position in BILL in Q1 2026 and has held it in 2 quarters since. The position peaked at $321K in Q1 2026. 341 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • Sequoia Financial Advisors held 6,558 shares of BILL Holdings worth $237K as of Q2 2026.
  • Sequoia Financial Advisors sold 1,831 BILL Holdings shares in Q2 2026, an estimated $67.5K.
  • BILL Holdings made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1855 holding.
  • Sequoia Financial Advisors first reported a position in BILL Holdings in Q1 2026 and has held it in 2 quarters since.
  • Sequoia Financial Advisors's BILL Holdings position peaked at $321K in Q1 2026.
  • 341 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.