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Summit Securities Group’s BILL Holdings BILL Stock Holding History

Summit Securities 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
2024
Q2 		– Sell
-5,500
Closed -$378K – 587
2024
Q1 		$378K Sell
5,500
-59,100
-91% -$4.13M 0.06% 116
2023
Q4 		$5.27M Buy
+64,600
New +$5.3M 0.48% 36

Other funds holding BILL

ECH
ER Collective Holdings Washington, District of Columbia $326M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Securities Group's BILL Position: Q1 2026 in Review

Summit Securities Group reduced its BILL Holdings (BILL) stake by 50% in Q1 2026, selling an estimated $22.4K and leaving 500 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Summit Securities Group first reported a position in BILL in Q1 2022 and has held it in 6 quarters since. The position peaked at $106K in Q3 2025. 337 funds tracked by Wall St. Rank hold BILL as of Q1 2026.

  • Summit Securities Group held 500 shares of BILL Holdings worth $19.1K as of Q1 2026.
  • Summit Securities Group sold 500 BILL Holdings shares in Q1 2026, an estimated $22.4K.
  • BILL Holdings made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #531 holding.
  • Summit Securities Group first reported a position in BILL Holdings in Q1 2022 and has held it in 6 quarters since.
  • Summit Securities Group's BILL Holdings position peaked at $106K in Q3 2025.
  • 337 funds tracked by Wall St. Rank held BILL Holdings as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.