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Shepherd Financial Partners’s BILL Holdings BILL Stock Holding History

Shepherd 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
Q2 		$431K Sell
11,918
-2,105
-15% -$77.5K 0.04% 178
2026
Q1 		$537K Hold
14,023
– – 0.05% 152
2025
Q4 		$765K Hold
14,023
– – 0.07% 128
2025
Q3 		$743K Sell
14,023
-2,788
-17% -$129K 0.07% 129
2025
Q2 		$778K Sell
16,811
-556
-3% -$24.6K 0.08% 124
2025
Q1 		$797K Buy
17,367
+450
+3% +$30.3K 0.09% 123
2024
Q4 		$1.43M Hold
16,917
– – 0.17% 78
2024
Q3 		$893K Sell
16,917
-5,375
-24% -$277K 0.11% 105
2024
Q2 		$1.17M Buy
22,292
+792
+4% +$44.8K 0.15% 88
2024
Q1 		$1.48M Sell
21,500
-792
-4% -$55.4K 0.19% 77
2023
Q4 		$1.82M Buy
22,292
+396
+2% +$32.5K 0.26% 63
2023
Q3 		$2.38M Hold
21,896
– – 0.37% 52
2023
Q2 		$2.56M Hold
21,896
– – 0.4% 47
2023
Q1 		$1.78M Buy
21,896
+111
+0.5% +$10.3K 0.3% 59
2022
Q4 		$2.37M Buy
21,785
+285
+1% +$34.2K 0.43% 45
2022
Q3 		$2.85M Hold
21,500
– – 0.56% 33
2022
Q2 		$2.36M Hold
21,500
– – 0.46% 40
2022
Q1 		$4.88M Hold
21,500
– – 0.87% 17
2021
Q4 		$5.36M Hold
21,500
– – 0.93% 18
2021
Q3 		$5.74M Hold
21,500
– – 1.11% 17
2021
Q2 		$3.94M Hold
21,500
– – 0.75% 22
2021
Q1 		$3.13M Hold
21,500
– – 0.69% 24
2020
Q4 		$2.94M Sell
21,500
-8,500
-28% -$1M 0.67% 27
2020
Q3 		$3.01M Sell
30,000
-10,000
-25% -$910K 0.71% 22
2020
Q2 		$3.61M Buy
+40,000
New +$2.58M 0.98% 14

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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Shepherd Financial Partners's BILL Position: Q2 2026 in Review

Shepherd Financial Partners reduced its BILL Holdings (BILL) stake by 15% in Q2 2026, selling an estimated $77.5K and leaving 11,918 shares worth $431K. The position accounts for 0.04% of the portfolio, ranked #178.

Shepherd Financial Partners first reported a position in BILL in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.74M in Q3 2021. 338 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • Shepherd Financial Partners held 11,918 shares of BILL Holdings worth $431K as of Q2 2026.
  • Shepherd Financial Partners sold 2,105 BILL Holdings shares in Q2 2026, an estimated $77.5K.
  • BILL Holdings made up 0.04% of Shepherd Financial Partners's portfolio in Q2 2026, its #178 holding.
  • Shepherd Financial Partners first reported a position in BILL Holdings in Q2 2020 and has held it in 25 quarters since.
  • Shepherd Financial Partners's BILL Holdings position peaked at $5.74M in Q3 2021.
  • 338 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.