Stifel Financial
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Stifel Financial’s BILL Holdings BILL Stock Holding History

Stifel Financial’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
2025
Q2 		– Sell
-13,420
Closed -$616K – 3476
2025
Q1 		$616K Buy
13,420
+6,836
+104% +$460K ﹤0.01% 2551
2024
Q4 		$558K Buy
+6,584
New +$491K ﹤0.01% 2607
2024
Q1 		– Sell
-22,800
Closed -$1.86M – 3344
2023
Q4 		$1.86M Sell
22,800
-2,368
-9% -$194K ﹤0.01% 1724
2023
Q3 		$2.73M Sell
25,168
-15,846
-39% -$1.8M ﹤0.01% 1390
2023
Q2 		$4.79M Sell
41,014
-1,951
-5% -$185K 0.01% 1065
2023
Q1 		$3.49M Sell
42,965
-1,535
-3% -$142K 0.01% 1236
2022
Q4 		$4.85M Sell
44,500
-5,400
-11% -$648K 0.01% 1003
2022
Q3 		$6.61M Sell
49,900
-2,451
-5% -$352K 0.01% 806
2022
Q2 		$5.75M Sell
52,351
-572
-1% -$83.3K 0.01% 906
2022
Q1 		$12M Buy
52,923
+12,801
+32% +$2.67M 0.02% 646
2021
Q4 		$10M Sell
40,122
-234
-0.6% -$66.2K 0.01% 744
2021
Q3 		$10.8M Sell
40,356
-13,430
-25% -$3.1M 0.02% 695
2021
Q2 		$9.85M Buy
53,786
+146
+0.3% +$22.9K 0.01% 713
2021
Q1 		$7.8M Buy
53,640
+10,523
+24% +$1.58M 0.01% 761
2020
Q4 		$5.88M Buy
43,117
+602
+1% +$71K 0.01% 811
2020
Q3 		$4.26M Buy
42,515
+867
+2% +$78.9K 0.01% 847
2020
Q2 		$3.76M Buy
+41,648
New +$2.68M 0.01% 844

Other funds holding BILL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return