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Steward Partners Investment Advisory’s BILL Holdings BILL Stock Holding History

Steward Partners Investment Advisory’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 		$8.82K Sell
244
-364
-60% -$13.4K ﹤0.01% 3781
2026
Q1 		$23.3K Sell
608
-571
-48% -$25.5K ﹤0.01% 3161
2025
Q4 		$64.3K Sell
1,179
-250
-17% -$12.8K ﹤0.01% 2542
2025
Q3 		$75.7K Sell
1,429
-1,160
-45% -$53.9K ﹤0.01% 2401
2025
Q2 		$120K Buy
2,589
+50
+2% +$2.21K ﹤0.01% 2008
2025
Q1 		$117K Sell
2,539
-88
-3% -$5.92K ﹤0.01% 1931
2024
Q4 		$223K Sell
2,627
-25
-0.9% -$1.86K ﹤0.01% 1549
2024
Q3 		$140K Sell
2,652
-282
-10% -$14.5K ﹤0.01% 1707
2024
Q2 		$154K Sell
2,934
-450
-13% -$25.5K ﹤0.01% 1569
2024
Q1 		$233K Buy
3,384
+850
+34% +$59.4K ﹤0.01% 1368
2023
Q4 		$207K Buy
2,534
+415
+20% +$34.1K ﹤0.01% 1363
2023
Q3 		$230K Buy
2,119
+395
+23% +$44.9K ﹤0.01% 1219
2023
Q2 		$201K Buy
1,724
+100
+6% +$9.5K ﹤0.01% 1288
2023
Q1 		$132K Buy
1,624
+496
+44% +$46K ﹤0.01% 1472
2022
Q4 		$123K Buy
1,128
+40
+4% +$4.8K ﹤0.01% 1462
2022
Q3 		$144K Buy
1,088
+54
+5% +$7.76K ﹤0.01% 1341
2022
Q2 		$114K Sell
1,034
-146
-12% -$21.3K ﹤0.01% 1437
2022
Q1 		$268K Buy
1,180
+131
+12% +$27.3K ﹤0.01% 1182
2021
Q4 		$261K Buy
1,049
+210
+25% +$59.4K ﹤0.01% 1197
2021
Q3 		$224K Buy
839
+14
+2% +$3.23K ﹤0.01% 1227
2021
Q2 		$151K Sell
825
-139
-14% -$21.8K ﹤0.01% 1777
2021
Q1 		$140K Buy
964
+534
+124% +$80K ﹤0.01% 1449
2020
Q4 		$59K Hold
430
– – ﹤0.01% 1591
2020
Q3 		$43K Buy
+430
New +$39.1K ﹤0.01% 1562

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

Steward Partners Investment Advisory's BILL Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its BILL Holdings (BILL) stake by 60% in Q2 2026, selling an estimated $13.4K and leaving 244 shares worth $8.82K. The position accounts for ﹤0.01% of the portfolio, ranked #3781.

Steward Partners Investment Advisory first reported a position in BILL in Q3 2020 and has held it in 24 quarters since. The position peaked at $268K in Q1 2022. 341 funds tracked by Wall St. Rank hold BILL as of Q2 2026.

  • Steward Partners Investment Advisory held 244 shares of BILL Holdings worth $8.82K as of Q2 2026.
  • Steward Partners Investment Advisory sold 364 BILL Holdings shares in Q2 2026, an estimated $13.4K.
  • BILL Holdings made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3781 holding.
  • Steward Partners Investment Advisory first reported a position in BILL Holdings in Q3 2020 and has held it in 24 quarters since.
  • Steward Partners Investment Advisory's BILL Holdings position peaked at $268K in Q1 2022.
  • 341 funds tracked by Wall St. Rank held BILL Holdings as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.